Wealth Management Advisor
Georgena Lozanovaz focuses on wealth management and personalized financial planning, guiding clients toward achieving their business and personal financial goals. She combines a strategic outlook with practical solutions, ensuring long-term growth and stability for her clients. Georgena’s dedication and insight make her a valuable partner in financial success.
What a Risk Profile Actually Tells You Whether you’re putting money into a retirement fund, buying stocks, or just starting to save, your risk tolerance is steering the wheel. It’s not a buzzword it defines how much financial uncertainty you […]
Understanding Risk Profiles Before Choosing Investments Read More »
Get Clear on What You Actually Want If your financial goals are vague, your results will be too. It’s time to skip the fluff. Want to retire by 60? Pay off your student loans? Own a home, debt free? Say
How To Set Financial Goals That You Can Achieve Read More »
Why Your Legal Structure Matters Before you write a single line of code or ship your first product, your business structure makes a difference. It’s not just legal paperwork it directly affects how much tax you’ll pay, how exposed your
Legal Structures for Startups: Choosing the Right One Read More »
Why Financial Vision Matters More in 2026 If you’re running a business in 2026, you’re playing in a different league. Markets move faster, supply chains twist overnight, and data isn’t just a report it’s a weapon. The margin for error
When to Hire a CFO: Signs Your Business Needs Financial Leadership Read More »
Revenue: Top Line Visibility Revenue is the big number. It’s all the money coming in from your actual sales before you pay a single bill. Don’t confuse it with profit or cash flow; revenue is just your raw income. But
5 Essential Financial Metrics Every Business Owner Should Track Read More »
Start Early or Pay Later Waiting until December to think about taxes is like cramming for finals the night before it rarely ends well. By then, most of your financial year is already etched in stone. Opportunities to tweak your
Understanding Tax Planning Basics for Better Year-End Returns Read More »
What Volatility Actually Is Volatility is just a measure of how much and how fast stock prices move. When prices swing up and down constantly, you’re looking at a volatile market. When they move smoothly in one direction, or barely
Stock Market Volatility Explained: Causes and Solutions Read More »
Slowing Growth, Sharper Focus The fast paced expansion that defined the last tech cycle is giving way to a more controlled, strategy first approach. After years of growth at all costs, tech companies are trimming the fat and sharpening their
Tech Sector Trends to Watch in the Next Financial Quarter Read More »
The Current Interest Rate Climate in 2026 Central banks spent 2025 walking a tightrope, and they’re still testing their balance in 2026. The U.S. Federal Reserve held rates high through late 2025 to keep inflation under control, only recently signaling
How Interest Rate Changes Are Shaping the Financial Markets Read More »
Chasing the Hottest Trend Jumping headfirst into whatever’s booming might feel smart especially when your feed is packed with overnight success stories. But following hype is a quick way to burn out your portfolio. You’re buying high, usually too late,
7 Common Investment Mistakes and How to Avoid Them Read More »
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