Tag: investor

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...

Understanding Your Investment Risk Profile

Benjamin Graham, one of the greatest investors of yesteryears, famously said, “Successful investing is about managing risks, not avoiding it.” Risk, to put it simply,...

5 Financial Adages that Held True During the Pandemic

Uncertainty, unprecedented times, and volatility are three words we continue to hear throughout this coronavirus pandemic.  We have also witnessed one of the biggest dichotomies...

The Evolution of the Financial Fiduciary

There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...

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...

How to Research Investment Products

You believe your advisor is a financial expert. He  recommends an investment of $50,000 in a particular financial product: Mutual fund, hedge fund, index fund, Exchange...

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