WiserAdvisor Blog
6 Min Read
03 Dec 2020
8 Reasons Why Financial Advisors Can Create a Good Financial Plan for You
Although there is no single book rule to ensure a financially stable future, the one thing that can contribute to being economically sound is having a good financial plan. A comprehensive plan can allow you to prepare for unexpected contingencies, be more in control of your money, and avoid circumstances where you run out of funds. However, devising a […]
6 Min Read
02 Dec 2020
7 Ways You Can Adjust Your Financial Planning Annually
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 people who believe in the concept of living from one paycheck to another, without any major savings. While most people long for financial freedom, not many realize the importance of savings […]
6 Min Read
25 Nov 2020
6 Things You Should Know About Investing in Long-Term Bonds
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, complex rules, and varying yields, can often be overwhelming for many investors. But the importance of including bonds in your overall portfolio is indisputable. According to experts, the ratio of bonds […]
8 Min Read
24 Nov 2020
Are You Ready to Retire? 6 Important Factors to Assess Your Retirement Readiness
Retirement readiness measures how equipped you are to comfortably live the golden years of your life. It estimates your financial preparedness and the degree to which you can support your current standard of living after you retire. According to the 2019 Consumer Finances Survey of the Federal Reserve, in households governed by a person between […]
7 Min Read
01 Nov 2020
6 Questions on Sustainable Investing That You Need to Ask Your Financial Advisor
In the last few years, many investors have faced moral dilemmas about their investments. Directly or indirectly contributing to a company’s growth that may be responsible for the destruction of natural resources or promoting unethical work practices, has led to a shift to sustainable investing. Also known as Environmental Social and Governance investing (ESG), sustainable […]
3 Min Read
01 Nov 2020
Does Your Advisor Need to Be Local in Times of Social Separation?
When searching for a financial advisor, one of the many factors you may want to consider is location. You may have the initial tendency to only look for advisors within a close proximity to your house. However, for most situations there is no reason not to broaden your horizons. Especially today, when limiting person-to-person contact […]
5 Min Read
26 Oct 2020
5 Things You Should Know Before Investing in ESG funds
ESG stands for environmental, social, and governance. As the name suggests, ESG investing offers investors the opportunity to invest in companies that follow the principles of ethical work practices, environmental-friendly operations, and socially responsible products. Most funds are evaluated based on their financial value. However, in the case of ESG funds, factors such as safe […]
6 Min Read
23 Oct 2020
6 Important Financial Instruments to Make Your Financial Plan a Success
Decades ago, investors primarily relied on limited financial instruments like bonds and stocks to constitute their portfolio. However, with the advancement of time, investing options have amplified manifold. Today, there is no shortage of financial instruments. But with multiple options, the complexity and confusion have also heightened. In such situations, finding the right investment instruments […]
6 Min Read
15 Oct 2020
Important Tips to Follow When Diversifying Your Stock Market Investments
Diversification is an immensely important aspect of efficient portfolio management. By diversifying your investments, not only can you reduce the risk quotient on your portfolio but you can also safeguard yourself from the volatile nature of domestic and international markets. Regardless of the investment instrument you choose, there is always a certain degree of risk […]
6 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, […]
6 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 […]
6 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 […]
6 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 […]
5 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 […]
6 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 […]
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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.