WiserAdvisor Blog
6 Min Read
15 Jun 2020
4 Things You Can Learn from COVID-19 to Improve Your Retirement Plan
COVID-19 has affected the global community. With more than 6.6 million cases around the world, the pandemic has caused many serious implications. The impact has not only been on the physical or mental health of people but has also affected their financial well-being. The crisis has become one of the most critical challenges faced by […]
6 Min Read
11 Jun 2020
Portfolio Assumptions That Can Harm Your Financial Planning
The accuracy of your financial plans is a huge determinant of how your life will be post-retirement. To plan with precision, you need to make certain assumptions, some driven by facts and others based on cautious judgment. However, in both scenarios, the assumptions need to be as close to reality as possible for financial planning […]
6 Min Read
10 Jun 2020
How can Financial Advisors Help you with Navigating the Post Covid-19 Economy?
The coronavirus outbreak has affected humans in many ways. The COVID-19 pandemic has brought with it not only a health crisis but also a situation that impacts society, life, economy, and the future of the world. However, there is a bright side to everything, and people have a lot to learn from their current circumstances. […]
6 Min Read
08 Jun 2020
The Effect of COVID-19 on Retirement Planning
For those who do not have a retirement plan in place, this might be the right time to make one. With many uncertainties lurking around, the formulation of a concrete retirement strategy has become a necessity. The idea behind a retirement plan is to secure the future and make sure that when one is not […]
5 Min Read
05 Jun 2020
Ways to Circumvent Short-Termism
Short-termism is defined as an investor’s extreme concentration on profits made on the basis of short-term analysis at the cost of long-term benefits. This short-sightedness of investors forces them to make decisions based on the quarterly and annual performance of stocks and companies. Short-termism also arises due to the boost in the number of available […]
7 Min Read
04 Jun 2020
Everything You Must Know About Over-Diversification in Your Portfolio
While generally, all investors would swear by the benefits of diversification in a portfolio, it is very critical to understand the thin line between diversification and over-diversification. It is easy to be overwhelmed by the influx of capital gains and reduced risk and make that momentary mistake of stretching the diversification strategy to the far-end. […]
5 Min Read
03 Jun 2020
Are Individual Bonds Safer than Bond Funds?
Individual bonds and bond funds are two fundamentally different instruments that work well in different market situations. Bonds are secure investments that generally come with a fixed return and in most cases, with a predetermined maturity amount. Bond funds or bond mutual funds, on the other hand, are mutual funds that invest exclusively in such […]
6 Min Read
02 Jun 2020
Best Financial Planning Strategy for Children with Special Needs
Parenthood is a substantial financial and emotional responsibility. These duties increase multi-fold when bringing up a child with special needs. Parents usually worry about children’s health, education, and marriage. However, parents of children with special needs have a different set of worries like covering the cost of treatments, therapies, and having someone to take care […]
6 Min Read
01 Jun 2020
Bucket Strategy in Retirement Planning and Its Suitability
Table of ContentsWhat is the bucket strategy?Investment in various buckets1. Cash2. Fixed-income assets3. StocksSuitability of a bucket strategy1. Risk aversion2. Better financial predictability and clarity3. Growth of retirement accountsTo sum it up What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio […]
7 Min Read
28 May 2020
How is Estate Planning Different for Single Parents?
Parenting is both a joy and an ocean of responsibilities. Parents constantly worry about the well-being of their child, in their presence as well as when they are no longer around. Estate planning is one important measure to ensure the well-being of your children in case of your demise, incapacity, or disablement. Such situations massively […]
5 Min Read
12 May 2020
COVID-19 Pandemic Implications Highlight Significance of Financial Planning
The Coronavirus crisis has brought people face-to-face with their worst economic nightmares. While some might have been prepared to deal with financial emergencies, many others believed that they would never have to face such a time in their lifetime. For the majority of people, it is becoming increasingly difficult to emerge out of the financial […]
6 Min Read
11 May 2020
Financial Portfolio Adjustment Amid Coronavirus Pandemic
The COVID-19 outbreak has not only caused health panic but has also resulted in financial instability across the globe. The world economy has taken a downward plunge and investors are worried about the security of their investments. However, during this time, it is vital for people to understand the importance of maintaining composure and taking […]
6 Min Read
08 May 2020
Financial Planning To-Do List through Quarantine
The coronavirus pandemic has given people across the world a lot of time to mull over several aspects of life. Financial planning is one such facet that needs to be revisited during this period of quarantine so that investors can take the necessary steps for improvisation. People should also take advantage of the several relaxations […]
5 Min Read
07 May 2020
3 Simple Steps to Improve Your Finances Significantly
Financial management begins at home, right from the time you start getting your pocket money to when you manage and maintain complex investment portfolios. The idea is the same – to maximize profits and reduce risk. However, the ultra-modern way of living and maintaining an unbalanced lifestyle has not left much space for managing finances. […]
6 Min Read
06 May 2020
4 Approaches to Enhance Your Portfolio without Additional Taxes
Investors must periodically review, re-evaluate, and revamp their investment portfolio. This is necessary because depending upon the returns offered by each asset over time, the original composition of investment changes. Subsequently, all the factors associated with the portfolio, like absorbable risk, tax liability, etc. gets modified. During these times, tactful improvisations in the portfolio can […]
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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.