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WiserAdvisor – Blog

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Financial Planning

Home›Category: "Financial Planning"
  • Investing
    Financial Planning

    7 Things to Remember About Index-Oriented Investing

    By WiserAdvisor Insights
    January 8, 2021
    Investing follows two major approaches – active investing and passive investing. With active investing, investors take on an aggressive front. They buy and sell ...
    Read More
  • Financial-Plan
    Financial Planning

    6 Reasons Why Frugality Is the Key to Making Financial Plans Successful

    By WiserAdvisor Insights
    December 24, 2020
    When it comes to financial planning, your mind automatically wanders to market graphs, economic journals, and financial advisors in business suits determining the next ...
    Read More
  • Deferred Annuities
    Financial Planning

    All you Need to Know Regarding Deferred Annuities

    By WiserAdvisor Insights
    December 22, 2020
    According to some reports, the global average life expectancy has nearly doubled to more than 70, since the early part of this century. As ...
    Read More
  • Financial Goals
    Financial Planning

    7 Ways to Stay Frugal to Achieve Your Financial Goals

    By WiserAdvisor Insights
    December 17, 2020
    Frugality does not mean living like a miser or cutting down on your basic needs. It is about spending money prudently. After all, a ...
    Read More
  • 7 Ways You Can Adjust Your Financial Planning Annually
    Financial Planning

    7 Ways You Can Adjust Your Financial Planning Annually

    By WiserAdvisor Insights
    December 2, 2020
    A pivotal piece of learning from the 2020 COVID-19 pandemic was that one must be prepared for any eventuality. Financially challenging times are particularly hard for ...
    Read More
  • Long Term Bonds
    Financial Planning

    6 Things You Should Know About Investing in Long-Term Bonds

    By WiserAdvisor Insights
    November 25, 2020
    Bonds are one of the most secure investments you can make. However, this $43.1 trillion market (as estimated in 2019), inclusive of multiple securities, ...
    Read More
  • 5 Things You Should Know Before Investing in ESG funds
    Financial Planning

    5 Things You Should Know Before Investing in ESG funds

    By WiserAdvisor Insights
    October 26, 2020
    ESG stands for environmental, social, and governance. As the name suggests, ESG investing offers investors the opportunity to invest in companies that follow the ...
    Read More
  • 6 Important Financial Instruments to Make Your Financial Plan a Success
    Financial Planning

    6 Important Financial Instruments to Make Your Financial Plan a Success

    By WiserAdvisor Insights
    October 23, 2020
    Decades ago, investors primarily relied on limited financial instruments like bonds and stocks to constitute their portfolio. However, with the advancement of time, investing ...
    Read More
  • Realistic Financial Plan
    Financial Planning

    7 Tips to Track your Spending for Creating a Realistic Financial Plan

    By WiserAdvisor Insights
    October 12, 2020
    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 ...
    Read More
  • Investing Successful in the Long Run
    Financial Planning

    7 Things that Make Value Investing Successful in the Long Run

    By WiserAdvisor Insights
    September 24, 2020
    There are two types of stocks, growth and value stocks. The former are stocks that offer a growth rate above the average, while value ...
    Read More
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