Author: WiserAdvisor Insights
A team of dedicated writers, editors and finance specialists sharing their insights, expertise and industry knowledge to help individuals live their best financial life and reach their personal financial goals. We believe that there is no place for fear in anyone's financial future and that each individual should have easy access to credible financial advice.
4 min read
23 Apr 2020
Portfolio Protection Strategies to Be Successful in Bear Markets
A peak to trough drop of 20% or more in US large cap stocks is referred to as the bear market. This is a time when the prices of securities drastically fall. Although it is hard to predict a bear market and how long it can last, the 2020 bear market can be easily linked […]
5 min read
22 Apr 2020
The Dos and Don’ts to Protect your Investment Portfolio in a Bear Market Amid The COVID-19 Pandemic
Coronavirus has not only disrupted our daily routines and lifestyle habits, but it has also caused a severe economic downturn around the world. The stock market is crashing, share prices are at an all-time low, and people are beginning to question their investment portfolios. This can be stressful for young and old investors alike. However, […]
40 sec read
16 Apr 2020
Protecting Your Finances During Quarantine
Many of us find ourselves thinking about financial stability on a day-to-day basis. Given the current situation and the economic uncertainty we’re now facing, this subject seems more top-of-mind than ever. While none of us knows what the future holds, we can still take advantage of this opportunity to implement new saving strategies and strong […]
4 min read
16 Apr 2020
6 Lessons from the Market’s Reaction to the Coronavirus Outbreak
The world may be an uncertain place to live right now. Countries all over the planet have been put under lockdown, flights are parked in airports, retail markets are shut, and schools have been forced to conduct online classes. The future is hard to predict at this time with no preventive vaccine in place. While […]
5 min read
15 Apr 2020
5 Essential Estate Planning Documents to Be Prepared Amid the COVID-19 Pandemic
The outbreak of the Coronavirus (COVID-19) pandemic has infused a sense of vulnerability, especially among those who have not yet planned for the distribution of their estate. An estate can consist of assets like cash, clothes, jewellery, vehicles, residential property, insurance, etc., along with accounts established for retirement, investment, and savings. The management of the […]
5 min read
14 Apr 2020
Hassle-Free Saving For College
Costs associated with colleges are increasing with every passing year. This makes saving for higher education a challenge. It is hard for parents to make last-minute arrangements for tuition fees, books, accommodation, etc. Many people also do not want their children to suffer under the burden of hefty education loans. Therefore, it becomes imperative to […]
5 min read
13 Apr 2020
Things to Know Before Co-Signing A Student Loan
Inflation and increased expenses have always been a matter of concern. With the cost of healthcare, automobile, and groceries skyrocketing, the education sector isn’t far behind, either. Higher education expenses have become quite an obstacle for parents these days. The government, however, has provided several provisions for students who wish to continue their studies. There […]
4 min read
10 Apr 2020
529 Plans: Not Just for Children
529 plans are designed to facilitate savings for higher education. However, it must be noted that these plans are designed not only for the benefit of children but for anyone who wants to undertake a qualified educational course. This implies that children are not the only ones benefiting from these plans. Parents can also utilize […]
5 min read
09 Apr 2020
Inside: Top 529 Plan Withdrawal Tips
Education is a basic need, and it is a fairly expensive one. But it is possible to effectively manage the enormous cost of college without hurting your pocket. Savings accounts such as a 529 plan can help parents incur these costs and avail significant benefits. A 529 plan is a tax-advantaged savings plan which provides […]
5 min read
07 Apr 2020
Roth IRA vs. 529 Plan for College Funding
Most parents want to provide the best educational opportunities to their children. It is quite disheartening if they fail to do so due to lack of funds. Thus, one of the most important reasons for parents to save is to fund their children’s college education. College funding can be a confusing task with numerous financial […]
6 min read
06 Apr 2020
Investing Roadmap for Mid-Career Accumulators
People in their mid-careers (above 40 and early 50s) can find themselves at an odd place. As far as their career is concerned, they have reached a significantly strong position of power, with consistent salaries, and stable work routines. But on the contrary, their personal position may be dwindling with piling mortgages, loans, credit card […]
4 min read
03 Apr 2020
How to Ensure That Your Assets Don’t Go Unclaimed?
Assets are priced possessions regardless of whether they are inherited or self-earned. Over the course of accumulating multiple assets like real estate, fixed return investments, retirement accounts, insurance plans, etc., you may lose track of things in routine chores. Some people also spend their entire lives building up an empire for their family without letting […]
5 min read
02 Apr 2020
Tips for Dealing with Failed Investment Strategies
Failed investment strategies can be very hard to deal with, especially at an age when it is time to reap the benefits of those investments. No matter the age, failure is always disheartening and can cause an enormous financial setback. But on the other hand, it is an undeniable truth and a condition which most […]
4 min read
01 Apr 2020
Can Immediate Annuities Feature in Your Retirement Plan?
Retirement planning is essential for sustaining a balanced and comfortable life in your later years. People are generally inclined towards traditional retirement options like 401(k)s, individual retirement accounts (IRAs), Roth IRAs, mutual funds, fixed income plans, and general retirement accounts. However, there is one more option that can feature in your retirement plan. Immediate annuities […]
4 min read
31 Mar 2020
What Makes Bonds A Great Hedge?
With the recent coronavirus outbreak, there has been a continuous downturn in financial markets. The stocks are falling every day as the epidemic is making a stronger mark on the world. Investors are worried about the extreme negative trends in their portfolios, yet nothing can be done to prevent this situation. Dealing with such unexpected […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.