Understanding Investor Psychology
Investors don’t understand the true worth of their advisors – which leaves the advisors scratching their heads. They keep wondering […]
Investors don’t understand the true worth of their advisors – which leaves the advisors scratching their heads. They keep wondering […]
In my last 4 years of practice several entrepreneurs have signed me up for financial planning process. Some did the process with me before embarking on their journey of being own their own and some happened to do the process after quitting their cushy jobs and during their journey to entrepreneurial success.
Retirement planning can be daunting if you are not clear on your goals and hence planning is important. Importance is on how your would like to retire, retire young or retire rich. Three bucket theory by Taresh Bhatia CFP can be stepping stones to effective retirement planning
Asset allocation is an investment strategy that aims to balance our risk and reward by apportioning portfolio’s assets according to individual’s goals, risk tolerance and investment horizon.The main asset classes are equities, fixed-income, real estate, gold and cash and cash equivalents; these have different levels of risk and return, so each will behave differently over specified time horizon.
As individuals we all look for trusted relationships before we share confidential numbers. We expect our advisors to dig deeper