Archive for Tag: registered financial planner

5 Questions to ask a Financial Adviser before the engagement

Ask a Financial Advisor these 5 questions before the engagement

Just as you go to a doctor when you fall ill or you go to a lawyer when you need legal guidance, you may engage a Financial Advisor if you need financial advice. Before you start working with a Financial Advisor, you need to know what questions you need...

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Basic idea about an ETF

Exchange Traded Funds (ETF) basics and myths around it

Exchange Traded Funds (ETFs) are an investment fund that tracks the performance of a specific index. Just like stocks, one can trade ETFs on a stock exchange.  An ETF is structured in the same manner as the unit creation of a Mutual Fund scheme. The units can be bought...

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Market fluctuations are normal.

Mid 2022 Investment Outlook: What’s The Way Forward?

Just as the Covid-rattled world economy is setting out towards recovery and growth, Russia-Ukraine crisis is a dampener on us. This article is a general opinion on Mid 2022 investment outlook to better your investing journey! Inflation has become a major concern now. Most of the things in our...

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Bust Your Myths About Passive Mutual Funds

Five Myths About Passive Mutual Funds Schemes Busted

All of us save some part of our earnings and invest to achieve our time-bound financial goals. So, where do you invest your surplus? Broadly speaking, it depends upon your risk profile, investment objective, investment time horizon, personal aspects and macroeconomic factors. There are various asset classes to invest...

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You need to prepare and plan for early retirement in case of any life-event

A Plan For Early Retirement Is Not Always A Choice – It Can Be A Compulsion

Have you thought of retirement as a phase of your life? You must have got a sense of your ideal retirement age. You should have made certain plans based on that timeline. Do you have a retirement plan in place? If yes, that’s great! Now, imagine a situation which...

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Planning to retire early? Consider the practicalities

Want to retire early at 45? Let’s get practical

If you are planning to retire early, please accept that you’re not the only one. Are you inspired to retire early or is it just a vague desire? If you are influenced by the FIRE movement – Financially Independent Retire Early, please do not get too carried away. Retirement...

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Real Estate Investment vs Mutual Fund Investment

All investments are good. But while you ask whether it is good for you, my opinion would be that it depends on your risk profile, investment time horizon, objective of investment, net worth, cash flow, family structure, age, health, man power, occupation and nature of job and various other...

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