Insights

Fiduciary - A person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.

Equity - Your ownership stake in an asset like a company or house, the claim you have on its value after debts are paid off. Think of it as your slice of the pie!

Investment Advisor Representative - Licensed and authorized personnel who work for investment advisory companies and are permitted to work with clients. are individuals employed by or associated with an investment advisor who make recommendations or otherwise give financial or investment advice. Held to the Fiduciary standard.

Registered Representative - A financial professional who is able to deal with client transactions in the securities markets. Registered representatives can buy and sell securities for clients. They are primarily known as transaction-based service providers. To carry out these transactions a registered representative must be licensed to sell the designated securities. They must also be sponsored by a firm registered with FINRA. Held to the suitability standard.

Knowledge is Power - Your biggest investment should be in yourself and your mind!

Diversification Jan 2024 - An investment strategy used to manage risk. It involves mixing a wide variety of investments within a portfolio, such as different companies, industries, sectors, and asset classes. The goal of diversification is to limit exposure to any single asset or risk, and to reduce the potential for financial loss if one investment performs poorly. Neither asset allocation nor diversification guarentee against loss. They are methods used to manage risk.

Dividends - Payments made by companies to their shareholders out of their profits. They are usually paid quarterly or annually, and the amount is typically a fixed percentage of the share price. Dividends are a good way to earn passive income, especially for long-term investors.

Compounding - To savers and investors, means the ability of a sum of money to grow exponentially over time by the repeated addition of earnings to the principal invested. Each round of earnings adds to the principal that yields the next round of earnings.

Beyond financial matters, compounding can even be applied to other areas like knowledge or skill development. The more you learn and practice, the better you become, and your skills also "compound" over time, leading to greater expertise and achievement.

You're working too hard to not have your future secured! It's never too late to start your journey.

Start your wealth-building journey now!

Esse Quam Videri

Linkedin

X

Instagram

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Capital Solutions Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Capital Solutions Advisors, LLC an Investment Advisor in the State of North Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

The inclusion of any link is not an endorsement of any products or services by Capital Solutions Advisors, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Capital Solutions Advisors, LLC, nor any agency, officer, or employee of the Capital Solutions Advisors, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Jan 2024