Whatever you choose to invest in, regularly assessing and adjusting your portfolio is key to financial success. This is true of long-term investors, too: sometimes you’ve got to shake things up to stay on the right track. Whether economic conditions, new wealth ambitions, or a simple change of strategy have you reconsidering your portfolio, these are the aspects that really matter.

It’s not always immediately evident if your latest investment is worth its while. When you’re adept at evaluating a property’s investment potential, you’re able to navigate your acquisitions with confidence. Building a world-class real estate portfolio isn’t easy – but these signs will help you know when you’re on the right track.

Perhaps one of the scariest things about being your own boss is the lack of a safety net. You’ve got lots of freedom, but that all means you’ve got to secure your own retirement! That might sound daunting, but entrepreneurs have plenty of options at their fingertips.

When your life changes in a big way, your will must change with it. Marriage, divorce, new children or grandchildren, and significant financial changes are all reason to revisit your last will and testament.

Your startup is off the ground and going strong. As you grow, you find yourself wondering: does your business need a board of directors? Here’s how you know – and the steps to get there!

Most entrepreneurs are sole proprietors. In fact, sole proprietorships are the most common business structure in the United States: accounting for 73% of all businesses and including more than 23 million people. Sole proprietorships can vary in size, but they come down to this essential structure: one person owns, operates, and pays taxes on the business.

Homeownership hit at all-time low at 62.9% in 2016. While owning a home was once an integral part of the American Dream, we’re seeing it matter less and less to up-and-coming generations of homebuying age. Millennials and Gen Z, saddled with student debt and low wages, are often unable to afford a home – if they even want to buy in the first place.

Whether you’re investing in stock, real estate, or any other asset, there are strict standards you must follow to achieve your financial goals. It’s not about getting lucky or being in the right place at the right time. These things can happen (and help!), but your investment success depends far more on following the right roadmap.

A mentoring relationship has the potential to be one of the most positive factors in your professional success. In the business world, a mentor is there to guide and teach their mentee. They’re typically made up of more seasoned and experienced professionals who take green professionals under their wing, but of course there are many other dynamics you'll find in successful mentoring. 

Before the age of advanced navigation devices, sailors used the stars to navigate the high seas. Just by observing the heavens, a skilled seafarer could recognize when they’d drifted off course. They wouldn’t arrive at the right destination unless they adjusted their trajectory!