Financial Planning
4 min read
07 Sep 2019
Surprising Money Statistics That You Need to Know
People spend their entire lives in the constant endeavor of building wealth. Money drives the world. It is, thus, necessary to have a sound understanding of the methods to earn and invest money. Moreover, there are also some other surprising money statistics that you should always know and keep a tab on. The more you […]
5 min read
06 Sep 2019
The Right Way to Start Investing with Little Money
Little drops of water make a mighty ocean. Recent statistics show that 30% of Americans older than 55 have no retirement savings and almost 75% over the age of 40 are not meeting their retirement goals. People often presume that investing requires a lot of money, and thus, keep delaying the process. In reality, investing […]
4 min read
04 Sep 2019
Are You Taking Note of These Frugal and Smart Money Habits of The Rich?
Business magnate and philanthropist, Warren Buffett once said, “Someone is sitting in the shade today because someone planted a tree a long time ago.” Most people aspire to be millionaires living in big mansions and owning precious assets. But being wealthy is not just limited to living life king-size. The rich and famous personalities around […]
3 min read
02 Sep 2019
Different Age Groups, Different Investment Plans
At different stages of life, people have different goals, savings, investments, and expenses. They also have a different appetite for risk. Financial planning is a dynamic activity and it becomes necessary to invest only after researching well about investment plans and strategies that are best suited for one’s age. If you reflect back on your […]
5 min read
28 Aug 2019
The Dos and Don’ts of Financial Planning
Financial Planning is like laying out a road map for the future. It not only helps you plan your finances but also gives you a direction in life. Studies show that people who engage in financial planning are much more organized and efficient in financial matters. A lot of us do not consider planning for […]
4 min read
28 Aug 2019
Importance of Balancing Frugality with Minimalism
When it comes to spending, there are two kinds of people – minimalistic and frugal. Even though minimalism and frugality are different, they tend to intertwine now and then. Normally people tend to be frugal in their youth and turn to minimalism in later stages of life. Some try to balance the two together. Either […]
4 min read
23 Aug 2019
Avoid these 6 Wealth Creation Mistakes while Building Wealth
We are all in the continuous pursuit of creating and building wealth. The key to building wealth and preserving it is to plan before you act and back your decisions with solid research. Despite knowing the right thing to do, why do some people get there faster and are able to build a reserve for […]
4 min read
19 Aug 2019
What should every 50-something know about an Emergency Fund
The road to retirement is long, and even after you get there, you have many years ahead of you! According to a recent Huffington post, there has been an increase of 44% in the number of centenarians in America since 2000. With 70s being touted as the new retirement age, if you are in your […]
4 min read
18 Aug 2019
8 Wealth Creation Tips That You Must Know
The aim of every financial plan is to create wealth. Wealth creation is something humans aspire for from a very young age. Even before taking up a job or understanding their passion in life, most people are certain about wanting to make a lot of money. Here are some things that can help you in […]
3 min read
13 Aug 2019
Should You Invest In Foreign Stock Markets?
The value of the total global stock market is around $68 trillion. According to reports, foreign stock markets may outperform domestic stock markets in the coming decade. Such an analysis might urge several investors to look at investing in foreign stock markets and make suitable changes to the allocation of their funds. Wondering what are […]
4 min read
30 Jul 2019
5 Must-Read books for Investing
Ace investor Warren Buffett started investing at the age of 11, and he thought that was late. Indeed, it is never too early to start investing, but, when it comes to investing, it is also never too late. No matter how old you are, you can still start investing. Investing is an art and to […]
4 min read
29 Jul 2019
Everything you need to know about Evidence-based Portfolio
The last decade was a turbulent one for the U.S stock market. March 2009 saw an all-time low with the global financial crisis gripping the markets all around the globe. Since then, the upward rise of the market has confused investors on how to invest. The fear and excitement of what the future holds have […]
6 min read
26 Jul 2019
5 Dangers of Over-Diversifying your Portfolio
5 Dangers of Over-Diversifying your Portfolio One of the most common portfolio management tips given to clients is to ‘diversify’! If the execution is correct, diversification can reap many benefits for you, but going overboard with diversification can lead to complications, increased risks and, lower returns. Popular American money manager, Peter Lynch, in his book, […]
4 min read
16 Jul 2019
Why Investing for goals is the right way of Investing?
There are a lot of questions one asks before investing. But the most important question remains- where to invest and why? A lot of people seek answers to this based on external factors such as the market value of the investment. However, that is secondary. You must first ask yourself – What goals do you […]
3 min read
16 Jul 2019
How to measure and track Financial Progress in life?
When it comes to finances, you just cannot ignore quantifying and measuring – be it the profits or expenditures, or even your assets and liabilities – every penny must be accounted for. Especially, when you want to judge how far you have come financially, it is important to understand the various parameters and tools that […]
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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.