Tag: Investment Strategy
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Portfolio Protection Strategies to Be Successful in Bear Markets
A peak to trough drop of 20% or more in US large cap stocks is referred to as the bear market. This is a time when the prices of securities drastically fall. Although it is hard to predict a bear market and how long it can last, the 2020 bear market can be easily linked ... -
Tips for Dealing with Failed Investment Strategies
Failed investment strategies can be very hard to deal with, especially at an age when it is time to reap the benefits of those investments. No matter the age, failure is always disheartening and can cause an enormous financial setback. But on the other hand, it is an undeniable truth and a condition which most ... -
Potential Conflicts Within the Investment Industry
The investment industry in America has always been riddled by conflicts. Traditionally, these conflicts were of a simpler nature, out there in the open for everyone to see. As such, it wasn’t very difficult to spot and avoid them. In this day and age, it’s a different story altogether. Factors like globalization and a massive ... -
The Complete Guide on Financial Planning for Couples
Being in a relationship can be rewarding and yet challenging in many ways. As a couple, you decide to share the burden of emotional, physical, and financial high and lows. Managing your finances – individually or jointly can be a task. You and your partner may have differing views. This is why financial planning for ... -
What are the Financial Documents required while meeting your Financial Advisor?
Before you meet your financial advisor, you need to understand what they actually do. Financial advisors are qualified financial professionals. They partner and work with you over the long haul to help you meet your financial goals. Preparing for your meeting with your advisor is a huge step! And, this entails keeping your financial documents ...