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Tag: Cash

Home›Posts Tagged "Cash"
  • portfolio
    Investment Management
    By WiserAdvisor Insights
    October 3, 2021
    3056
    0

    What is a Sleep at Night Portfolio and How Can You Build One for Yourself?

    Planning for your future can be a ride of mixed emotions. While the excitement of seeing your money grow, beat inflation, and accumulate in a steady manner works as a positive affirmation, it is hard to ignore the stress that comes along. Every asset class presents a certain level of volatility and risk. This risk ...
    Read More
  • Financial Advisor
    Retirement Planning
    By WiserAdvisor Insights
    June 15, 2021
    2251
    0

    Are Defined-Benefit Plans Extinct?

    Defined-benefit pension plans have been on a steady decline for the last couple of decades, while defined-contribution plans, such as 401(k) plans, have increased dramatically. In fact, defined benefit plans have declined from 148,096 plans in 1980 to 56,045 in 1998 (the last year data is available), while participation in defined-contribution plans has tripled during ...
    Read More
  • Financial Planning
    Financial Planning
    By WiserAdvisor Insights
    June 2, 2021
    3649
    0

    Financial Planning: Goal Planning and Asset Allocation

    You cannot leave your financial health to chance. A financially secure life requires you to create a strategically optimised financial plan that aligns with your goals. Identifying your investment goal to create a sound financial plan helps you to reach your objective faster and in a more disciplined manner. Several studies have found how using ...
    Read More
  • Investment Policy Statement
    Investment Management
    By WiserAdvisor Insights
    April 19, 2021
    5103
    0

    What Is an Investment Policy Statement (IPS) and How Do You Write One?

    It helps to have everything in writing. Having a clear plan of action is one of the fundamentals of having a successful outcome. With a plan of action and an accurate view of your financial goals and expectations, not only do you ensure that you stay steady along the way, but you also keep financial ...
    Read More
  • Impact of COVID-19 on your investment portfolio
    Investment Management
    By WiserAdvisor Insights
    August 7, 2020
    4365
    0

    Impact of COVID-19 on your investment portfolio

    The Coronavirus pandemic has moved people across the world towards making changes to their social and personal lifestyles. In addition to this, their investment portfolios have been affected too and may require adjustments amid the crisis in order to maintain balance and profitability. The primary purpose of these alterations is to secure the investments amid ...
    Read More
  • Bucket Strategy for Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 1, 2020
    5347
    0

    Bucket Strategy in Retirement Planning and Its Suitability

    What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.  ...
    Read More
  • Financial-Goals
    Financial Planning
    By WiserAdvisor Insights
    March 9, 2020
    2905
    0

    Four Indicators for Tracking Your Financial Goals

    Handling money is tough. You need to set a budget, prioritise spending, invest wisely, set financial goals, and periodically track them. While setting financial goals might appear easy, it is very important to track these targets to ascertain how fruitful your fiscal strategies have been and if any changes are needed.  Financial goals are unique ...
    Read More

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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.

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