Author: WiserAdvisor Insights
5 min read
12 Oct 2020
7 Tips to Track your Spending for Creating a Realistic Financial Plan
Creating a financial plan is often associated with long drawn portfolios, investments, trading, and more. However, while investing in long-term and short-term options, growth of wealth is the fundamental principle of financial planning and developing an effective budget forms its base. Before you go on to venture into more serious aspects such as retirement planning, […]
5 min read
02 Oct 2020
Things you Should Know to Assess your Financial Advisor’s Work
In the current times, it is not difficult to find a financial advisor. But with the increased availability of such professionals, their competency becomes a matter of concern. You do not want to be engaging with someone who is not qualified or well-equipped to handle your money in the best possible manner. More so, with […]
5 min read
01 Oct 2020
When Should New Parents Start Planning for their Kid’s Education?
As a parent, your responsibilities begin the day you hear the good news of your child’s arrival. Right from finding the best clothes, books, and toys to more significant decisions such as picking a good school, all of these aspects together constitute a part of your journey as new parents. However, while most new parents […]
5 min read
28 Sep 2020
Importance of Investing Acumen for a Secure Retirement
Everybody dreams of living a comfortable life when they grow old and have no regular source of income. For this, some start planning for their retirement when young, while others begin at a later time in their life. But irrespective of the age, efficient retirement planning requires investing acumen. Since most of your retirement planning […]
4 min read
24 Sep 2020
7 Things that Make Value Investing Successful in the Long Run
There are two types of stocks, growth and value stocks. The former are stocks that offer a growth rate above the average, while value stocks are undervalued stocks. Surprisingly, value investing is an often ignored area of investing that not many individuals like to venture into. By definition, value investing refers to purchasing stocks when […]
5 min read
24 Sep 2020
Re-examining Bonds in Today’s Low Interest Rate Environment
Experts time and again advise investors to keep a well-balanced and diversified portfolio. This includes a combination of stocks, bonds, real estate, cash and cash equivalents, etc. A mix of investment instruments reduces the overall risk from your portfolio. This happens because while bonds, even with their low interest rate offer guaranteed returns over volatile […]
6 min read
11 Sep 2020
What is an Exchange-Traded Fund (ETF)? – Beginner’s Guide
The stock market can be both intimidating and attractive to people at the same time. It can offer significant returns on investments and sometimes lead to losses too. Markets are unpredictable, and there is always a risk. But there are also several ways to counter the uncertainties. With the right investment choices and strategies, it […]
6 min read
02 Sep 2020
8 Reasons to Avoid the Urge to Abandon Stocks During an Economic Downturn
Slowed down economic activity, rising unemployment, falling share price, decreasing house values, low consumer confidence, and dropping investments, can make an investor nervous and jittery. This essentially happens because an economic downturn can severely affect their financial stability. To overcome this sliding phase, investors often abandon their risky assets and stocks to minimize losses. While […]
7 min read
28 Aug 2020
10 REASONS WHY IT IS IMPORTANT TO CONDUCT A MID-YEAR FINANCIAL CHECKUP
As the year progresses, it’s easy to get caught up in your daily routine and overlook the status of your finances. While it may be common to review your finances at the beginning and end of the year, not everyone might make it a point to check the status of their finances and investments halfway […]
6 min read
25 Aug 2020
5 Reasons Why Trusts Are Not Just For The Rich
A popular notion, that is often misunderstood, is that trusts are only for the rich. The reality is that a trust is helpful to people of all economic backgrounds. A trust is a legal arrangement that allows a person (the grantor) to transfer their assets, including cash, investments, properties, etc. to a private fund. This […]
4 min read
21 Aug 2020
Tips to Adapt Your Education Planning in The Pandemic Era
In an interview to Forbes Magazine, Dave Ressner, a wealth advisor and education planning specialist revealed that in a survey taken in March 2020, 36% of college presidents were convinced that this academic year was going to be ‘disrupted in some way.’ The world has taken a very different route in the last couple of […]
5 min read
20 Aug 2020
6 Things You Must Remember About Dedicated Portfolios
Dedicated portfolios, also referred to as structured portfolios, are based on a cash flow matching dedication strategy. This approach aims to generate stable cash flows to match the anticipated liabilities of the future. The portfolio derives its name from the fact that it is dedicated to providing a minimum flow of cash to meet the […]
5 min read
18 Aug 2020
10 Milestones to Financial Independence
Financial independence is a dream for many. While everyone aspires to be financially independent, it can sometimes be hard to achieve it. As you go through life, your responsibilities change. Your definition of financial independence in your 20s could be to pay off your student loans. In your 30s, it could be to buy a […]
6 min read
17 Aug 2020
7 Essential Financial Steps for New Parents to Take
Having a child can be a mixed ride. While the anticipation, excitement, and exuberance are well celebrated, the fear, anxiety, and uncertainty can be hard to deal with. Life for new parents can be full of hurdles, but having a roadmap can help you overcome most obstacles. One of the primary concerns for new parents […]
6 min read
14 Aug 2020
Soup to Nuts Guide to Creating a Foolproof Will
Most people are inclined not to think about their mortality. Hence, they do not consider estate planning, especially writing a will, as an imperative task. Moreover, writing a will is often regarded as complicated, irrelevant, and most of all ‘a thing of the rich’. As per a 2020 Estate Planning and Wills survey conducted by […]
Find & Compare Top Financial
Advisors in your area
Get Started
Popular Posts
Categories
- Business Finance (2)
- Education Planning (31)
- Estate Planning (31)
- Financial Advisor (1)
- Financial Advisor Guide (55)
- Financial Planning (140)
- Investment Management (100)
- Personal Finance (15)
- Portfolio Management (1)
- Retirement (29)
- Retirement Healthcare (1)
- Retirement Planning (110)
- Retirement Plans (1)
- Uncategorized (2)
Subscribe to our
newsletter & get helpful
financial tips.
The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.