WiserAdvisor Blog
6 Min Read
28 Sep 2020
Importance of Investing Acumen for a Secure Retirement
Everybody dreams of living a comfortable life when they grow old and have no regular source of income. For this, some start planning for their retirement when young, while others begin at a later time in their life. But irrespective of the age, efficient retirement planning requires investing acumen. Since most of your retirement planning […]
5 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 […]
6 Min Read
24 Sep 2020
Re-examining Bonds in Today’s Low Interest Rate Environment
Experts time and again advise investors to keep a well-balanced and diversified portfolio. This includes a combination of stocks, bonds, real estate, cash and cash equivalents, etc. A mix of investment instruments reduces the overall risk from your portfolio. This happens because while bonds, even with their low interest rate offer guaranteed returns over volatile […]
7 Min Read
11 Sep 2020
What is an Exchange-Traded Fund (ETF)? – Beginner’s Guide
The stock market can be both intimidating and attractive to people at the same time. It can offer significant returns on investments and sometimes lead to losses too. Markets are unpredictable, and there is always a risk. But there are also several ways to counter the uncertainties. With the right investment choices and strategies, it […]
7 Min Read
02 Sep 2020
8 Reasons to Avoid the Urge to Abandon Stocks During an Economic Downturn
Slowed down economic activity, rising unemployment, falling share price, decreasing house values, low consumer confidence, and dropping investments, can make an investor nervous and jittery. This essentially happens because an economic downturn can severely affect their financial stability. To overcome this sliding phase, investors often abandon their risky assets and stocks to minimize losses. While […]
8 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 […]
7 Min Read
25 Aug 2020
5 Reasons Why Trusts Are Not Just For The Rich
A popular notion, that is often misunderstood, is that trusts are only for the rich. The reality is that a trust is helpful to people of all economic backgrounds. A trust is a legal arrangement that allows a person (the grantor) to transfer their assets, including cash, investments, properties, etc. to a private fund. This […]
5 Min Read
21 Aug 2020
Tips to Adapt Your Education Planning in The Pandemic Era
In an interview to Forbes Magazine, Dave Ressner, a wealth advisor and education planning specialist revealed that in a survey taken in March 2020, 36% of college presidents were convinced that this academic year was going to be ‘disrupted in some way.’ The world has taken a very different route in the last couple of […]
6 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 […]
6 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 […]
7 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 […]
7 Min Read
14 Aug 2020
Soup to Nuts Guide to Creating a Foolproof Will
Most people are inclined not to think about their mortality. Hence, they do not consider estate planning, especially writing a will, as an imperative task. Moreover, writing a will is often regarded as complicated, irrelevant, and most of all ‘a thing of the rich’. As per a 2020 Estate Planning and Wills survey conducted by […]
6 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 […]
6 Min Read
10 Aug 2020
Should COVID-19 Change Your Long-Term Strategy?
The short-term implications of the coronavirus pandemic have begun to show its effects across the globe in all realms, including the financial and investment sectors. Meanwhile, the bigger question in front of investors is whether to make modifications to long-term investment strategies or not. It is not possible to predict the impact that this crisis […]
5 Min Read
07 Aug 2020
Impact of COVID-19 on your investment portfolio
The Coronavirus pandemic has moved people across the world towards making changes to their social and personal lifestyles. In addition to this, their investment portfolios have been affected too and may require adjustments amid the crisis in order to maintain balance and profitability. The primary purpose of these alterations is to secure the investments amid […]
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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.