Tag: asset allocation

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 Is The Difference Between Portfolio Management And Wealth Management?

The terms portfolio management and wealth management are often used interchangeably by investors, but the two are different with respect to their goals and services....

10 Investment Options For High Net-Worth-Individuals

High-net-worth-individuals (HNWIs) have access to exclusive investment options that regular investors may not have. The large size of the investible asset HNWIs have opened the...

What is an Investment Performance Benchmark?

A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...

Active Investing or Passive Investing – 5 key differences

Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much.  Here...

What is a Realistic Investment Performance Benchmark?

You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...

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