Legacy Planning vs Estate Planning: What is the Difference?
Most high-net-worth-individuals work towards preserving the wealth of their ancestors and growing their corpus through various investment strategies. They do so to meet their own...
New 401(k) Contribution Limits for 2022
A reference to retirement planning is incomplete without mentioning the 401(k) retirement account. One of the earliest retirement plans instituted by the Internal Revenue Service...
How Do Financial Advisors Help Manage Your Money?
Everyone has goals they want to accomplish. You might buy a home, get married, save for your children’s education, pay off your debt, create a...
Tax-Saving Withdrawal Strategy for Retirement Income
The importance of saving your income and making a financial plan for a comfortable retirement is not lost on most folks. However, only deciding the...
Growth Investing vs Value Investing: Which is Better?
Growth and value investing are two distinct approaches to investing in the market. Each of these methods of investing follows different investment strategies, have a...
How Small-Cap Stocks Might Affect Your Portfolio in 2022
Companies can be classified based on revenue, size, and even market cap. Market capitalization is calculated by multiplying the number of shares in the market...
7 No-Fee ETFs to Maximize Your Investment Returns
Asset management companies (AMCs) and fund houses invest your money on your behalf when you opt for exchange-traded funds (ETFs) or mutual funds. However, you...
8 Low Risk, High Return Investments for Retirees
People spend a lot of time and effort planning for their retirement. They start saving early and find the best retirement plans to ensure that...
How Effective is The ‘100 Minus Age’ Rule for Asset Allocation?
Financial planning revolves around figuring out the appropriate mix for asset allocation. Various factors affect the amount of weightage given to different asset classes like...
What Clients Want Most from a Financial Advisor
Each client has a different expectation from their financial advisor based on their financial goals and investment horizon. Many clients lack clarity in terms of...
