How to Build an Investment Portfolio
An investment portfolio is a collection of financial products carefully chosen from different asset classes in proportions that suit the investor’s risk profile. This might...
What Are Closet Index Funds And Why Should You Avoid Them?
While mutual fund investments can be exciting, the variety of products available in the mutual fund market can be overwhelming at times. As far as...
What is a Variable Annuity and What Should You Know About it?
A variable annuity offers high growth potential for people with a high-risk appetite and want a steady income as soon as they begin their life...
Ten Ways Parents Can Financially Plan for Their Child’s College Education
Life changes radically upon the arrival of a baby. While a baby does stand true to its moniker of ‘a bundle of joy’, there is...
What is a Certified Financial Planner (CFP)?
A CFP or Certified Financial Planner designation is bestowed upon individuals who have successfully cleared the CFP Board examination. These individuals have extensively studied financial...
5 Key Tips to Get Your Personal Finance Organized
A fear of opening up about finances and a lack of financial literacy has made keeping a check on one’s financial health and habits an...
Who are Wealth Managers and What Makes them Different?
While wealth managers are categorized under the umbrella term of financial advisors, the scope of a wealth manager’s role goes beyond giving investment advice. A...
5-Step Financial Planning Checklist to Handle Uncertainty
If the coronavirus pandemic has taught us anything, it is that life is uncertain, and that we must account for times when it does not...
How to Protect Your Wealth From Inflation
While planning and accounting for your savings and investments, we often tend to overlook the effects of inflation on the final amount. Inflation is what...
How to Set Short, Medium, and Long-Term Financial Goals
We all aspire to become financially secure. Managing our finances and planning for the future is a crucial step towards this. It helps one decide...