Tag: financial goals

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...

Who is a Certified Financial Fiduciary (CFF) & What Can They Do?

There are a range of professionals in the world of finance. From advisors to tax professionals, from brokers to planners- some specialists can take care...

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...

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...

Should you Make Investments Based on What You Hear in the News?

At some point, most of us have considered investing in the stock market hoping to earn a fortune. We’ve heard several success stories – how...

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