WiserAdvisor Blog
5 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 […]
4 Min Read
26 Jul 2019
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a retirement calculator helps you calculate […]
7 Min Read
26 Jul 2019
5 Dangers of Over-Diversifying your Portfolio
Table of Contents5 Dangers of Over-Diversifying your PortfolioOver-Diversifying Portfolio: What does it mean?5 Dangers of Over-Diversifying your Portfolio1. Over-Diversifying a Portfolio confuses you2. Poor choice of Investment3. Over-Diversifying a Portfolio makes things complicated4. Low returns on Investment5. Over-Diversifying a Portfolio because of mistaken correlationOver-DiversificationSigns of Over- DiversificationWhy do Some Advisors Choose Over-diversification?5 Successful Portfolio Management […]
5 Min Read
25 Jul 2019
How to Plan for Retirement if started late
When is it a good time to start planning and saving for retirement? To tell you the truth, as early as possible. While some people begin as early as in their 20s, most others begin in their 30s. Have you started planning for your retirement yet? Fret not, if you haven’t! There is always away. […]
6 Min Read
25 Jul 2019
Catastrophic Estate Planning mistakes that you must avoid
British Novelist J.K Rowling once said, “To the well-organized mind, death is but the next great adventure.” Your mind will be organized and at peace if you know what is going to happen to your hard-earned wealth/property in your absence. Planning your estate well in advance can be beneficial not just for you but also […]
4 Min Read
22 Jul 2019
What are the Financial Documents required while meeting your Financial Advisor?
Before you meet your financial advisor, you need to understand what they actually do. Financial advisors are qualified financial professionals. They partner and work with you over the long haul to help you meet your financial goals. Preparing for your meeting with your advisor is a huge step! And, this entails keeping your financial documents […]
5 Min Read
22 Jul 2019
Best Retirement Plans to consider for 2020
According to a recent survey, only 25% of people in the US have a financial plan. This means the percentage of people that have a retirement plan is even less than those with a financial plan. However, can you really afford to not plan for your retirement? Moreover, with increasing healthcare expenses, increased lifespans, shrinking […]
4 Min Read
16 Jul 2019
How to file to be Executor of an Estate without a Will?
The importance of a will cannot be stressed enough. Apart from mentioning the distribution of a person’s assets and wealth, it also includes information about who would serve as the executor. It is the executor’s role to distribute the assets according to what is stated in the will. At times, individuals do not leave a […]
4 Min Read
16 Jul 2019
529 Plan: Everything you need to know while saving for college
According to a report, around 29% of parents with children under the age of 18 in the US invest in a 529 Plan to save for their children’s education. Studies have also shown a steady increase in the amount of savings and withdrawals in such plans over the years. If you too want to save […]
5 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 […]
4 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 […]
5 Min Read
16 Jul 2019
How to monitor the activities of your Financial Advisor
A financial advisor is someone who works closely with you to help you organize your finances. They help you achieve your financial goals. They also help you save time, efforts and energy while managing your finances. They not only know what you own and owe but are also aware of your financial strengths and weaknesses. […]
5 Min Read
08 Jul 2019
Why and When do you need a Financial Advisor?
Just how you have friends to listen to your problems and help you solve them, you have financial advisors to tell you “I am all ears” when you are hit by financial roadblocks. They not only listen to your problems but, much like good friends, help you come out of it. You may feel the […]
5 Min Read
08 Jul 2019
Retirement Planning checklist
“Retirement, a time to do what you want to do, when you want to do it, where you want to do it and how you want to do it” – Catherine Pulsifer While retirement is like the sweet fruit you get to eat after years of hard work, it is important that the fruit it […]
8 Min Read
08 Jul 2019
Choosing the Best Retirement Accounts
“As in all successful ventures, the foundation of a good retirement is planning”, said radio speaker Earl Nightingale. Retirement is a critical point in the life of every working professional – emotionally as well as financially. The thought of leaving a workplace where somebody has worked for decades is overwhelming, and it is bound to […]
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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.