EarthYP Edge Conference 2019 in Maui, Hawaii

295 Village Rd
Lopez Island, WA 98261
(360) 468-3159

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1385 Gulf Rd
Point Roberts, WA 98281

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We feature local business listings for Financial Planning & Investments in Lopez Island 98261 and Point Roberts 98281.

Business information provided in part by Neustar Localeze.

Planning
From Wikipedia, the free encyclopedia
Planning is the process of thinking about the activities required to achieve a desired goal. It is the first and foremost activity to achieve desired results. It involves the creation and maintenance of a plan, such as psychological aspects that require conceptual skills. There are even a couple of tests to measure someone’s capability of planning well. As such, planning is a fundamental property of intelligent behavior.
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Finance
From Wikipedia, the free encyclopedia
Finance is a term for matters regarding the management, creation, and study of money and investments. Specifically, it deals with the questions of how and why an individual, company or government acquires the money needed – called capital in the company context – and how they spend or invest that money. Finance is then often split into the following major categories: corporate finance, personal finance and public finance.At the same time, and correspondingly, finance is about the overall "system" – i.e., the financial markets that allow the flow of money, via investments and other financial instruments, between and within these areas; this "flow" is facilitated by the financial services sector. A major focus within finance is thus investment management – called money management for individuals, and asset management for institutions – and finance then includes the associated activities of securities trading and stock broking, investment banking, financial engineering, and risk management. Given its wide scope, finance is studied in several academic disciplines, and, correspondingly, there are several related professional qualifications that can lead to the field.
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Investment
From Wikipedia, the free encyclopedia
To invest is to allocate money in the expectation of some benefit in the future. In finance, the benefit from an investment is called a return. The return may consist of a gain or a loss realized from the sale of a property or an investment, unrealized capital appreciation (or depreciation), or investment income such as dividends, interest, rental income etc., or a combination of capital gain and income. The return may also include currency gains or losses due to changes in the foreign currency exchange rates. Investors generally expect higher returns from riskier investments.
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EarthYP Edge Conference 2019 in Maui, Hawaii