Financial Planning
5 min read
02 Dec 2020
7 Ways You Can Adjust Your Financial Planning Annually
A pivotal piece of learning from the 2020 COVID-19 pandemic was that one must be prepared for any eventuality. Financially challenging times are particularly hard for people who believe in the concept of living from one paycheck to another, without any major savings. While most people long for financial freedom, not many realize the importance of savings […]
5 min read
25 Nov 2020
6 Things You Should Know About Investing in Long-Term Bonds
Bonds are one of the most secure investments you can make. However, this $43.1 trillion market (as estimated in 2019), inclusive of multiple securities, complex rules, and varying yields, can often be overwhelming for many investors. But the importance of including bonds in your overall portfolio is indisputable. According to experts, the ratio of bonds […]
4 min read
26 Oct 2020
5 Things You Should Know Before Investing in ESG funds
ESG stands for environmental, social, and governance. As the name suggests, ESG investing offers investors the opportunity to invest in companies that follow the principles of ethical work practices, environmental-friendly operations, and socially responsible products. Most funds are evaluated based on their financial value. However, in the case of ESG funds, factors such as safe […]
5 min read
23 Oct 2020
6 Important Financial Instruments to Make Your Financial Plan a Success
Decades ago, investors primarily relied on limited financial instruments like bonds and stocks to constitute their portfolio. However, with the advancement of time, investing options have amplified manifold. Today, there is no shortage of financial instruments. But with multiple options, the complexity and confusion have also heightened. In such situations, finding the right investment instruments […]
5 min read
12 Oct 2020
7 Tips to Track your Spending for Creating a Realistic Financial Plan
Creating a financial plan is often associated with long drawn portfolios, investments, trading, and more. However, while investing in long-term and short-term options, growth of wealth is the fundamental principle of financial planning and developing an effective budget forms its base. Before you go on to venture into more serious aspects such as retirement planning, […]
4 min read
24 Sep 2020
7 Things that Make Value Investing Successful in the Long Run
There are two types of stocks, growth and value stocks. The former are stocks that offer a growth rate above the average, while value stocks are undervalued stocks. Surprisingly, value investing is an often ignored area of investing that not many individuals like to venture into. By definition, value investing refers to purchasing stocks when […]
7 min read
28 Aug 2020
10 REASONS WHY IT IS IMPORTANT TO CONDUCT A MID-YEAR FINANCIAL CHECKUP
As the year progresses, it’s easy to get caught up in your daily routine and overlook the status of your finances. While it may be common to review your finances at the beginning and end of the year, not everyone might make it a point to check the status of their finances and investments halfway […]
5 min read
20 Aug 2020
6 Things You Must Remember About Dedicated Portfolios
Dedicated portfolios, also referred to as structured portfolios, are based on a cash flow matching dedication strategy. This approach aims to generate stable cash flows to match the anticipated liabilities of the future. The portfolio derives its name from the fact that it is dedicated to providing a minimum flow of cash to meet the […]
5 min read
18 Aug 2020
10 Milestones to Financial Independence
Financial independence is a dream for many. While everyone aspires to be financially independent, it can sometimes be hard to achieve it. As you go through life, your responsibilities change. Your definition of financial independence in your 20s could be to pay off your student loans. In your 30s, it could be to buy a […]
6 min read
17 Aug 2020
7 Essential Financial Steps for New Parents to Take
Having a child can be a mixed ride. While the anticipation, excitement, and exuberance are well celebrated, the fear, anxiety, and uncertainty can be hard to deal with. Life for new parents can be full of hurdles, but having a roadmap can help you overcome most obstacles. One of the primary concerns for new parents […]
5 min read
13 Aug 2020
Risk Tolerance Lessons from Covid-19
The pandemic of Covid-19 was a wake-up call for all countries. The virus did not only endanger millions of lives across the world but also brought everything to a standstill. It affected the global economy, and brought it to a halt where recession seemed unavoidable. But valuable lessons were learnt from this pandemic. This may […]
5 min read
10 Jul 2020
5 Things You Can Do to Make Better Investments During Challenging Market Conditions
Market volatility can be a matter of serious concern. Challenging market conditions affect the value of investments and often cause significant losses. Such as, in COVID-19, the S&P 500, Dow Jones, or Nasdaq saw a 10% fall until mid-March, 2020. But, if there is a sound investment plan in place, market volatility usually is a […]
6 min read
29 Jun 2020
10 Financial Planning Actions to Consider During an Economic Crisis
An economic crisis is a situation where a country experiences a financial plunge. It affects the GDP value, as well as reduces liquidity in the system. It also causes drastic market fluctuations and can lead to inflation or deflation. What is more startling is the lack of preparedness to tackle such situations, causing further economic […]
52 sec read
18 Jun 2020
Why are stocks recovering as the economy declines?
Optimism. It isn’t something many Americans have been able to hold onto during this COVID-19 financial crisis. From small business shutdowns, record-high unemployment levels, and the launch of the largest economic relief effort ever passed in US history under the CARES Act, there has been little for the country to rally for since mid-February. However, […]
5 min read
11 Jun 2020
Portfolio Assumptions That Can Harm Your Financial Planning
The accuracy of your financial plans is a huge determinant of how your life will be post-retirement. To plan with precision, you need to make certain assumptions, some driven by facts and others based on cautious judgment. However, in both scenarios, the assumptions need to be as close to reality as possible for financial planning […]
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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.