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Tag: Investment

Home›Posts Tagged "Investment"
  • ETFs
    Financial Planning
    By WiserAdvisor Insights
    March 4, 2021
    21
    0

    ETFs 2021 Outlook: Things You Must Remember

    ETF or exchange-traded funds are a combination of securities that are traded on an exchange. Most of the securities in an ETF include stocks, bonds, commodities, currencies, or a combination of these. ETFs offer diversified and low-cost access to a precise area of the market, allowing investors to purchase a basket of securities without purchasing ...
    Read More
  • Asset-Based-Advisory
    Financial Advisor Guide
    By WiserAdvisor Insights
    March 3, 2021
    38
    0

    Understanding Asset-Based Advisory Fees

    Financial advisors can add incredible value to your financial plan. With expertise and considerable knowledge of the investment world, economy, and people’s financial needs, these professionals can be an asset for investors. However, just like all other things, financial advisors also come at a cost. In most cases, their varied services and continued assistance in ...
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  • Tax Brackets
    Financial Planning
    By WiserAdvisor Insights
    February 17, 2021
    121
    0

    2021 Tax Brackets — How They Actually Work

    Taxes are a significant part of your financial plan. They can reduce your overall earnings and eat into your investment returns. Taxes are also a wide subject that engulfs your income, estate, inheritance, short term and long term capital gains, filing status, and a lot more. This is why it is crucial to understand what ...
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  • Financial Habits
    Financial Planning
    By WiserAdvisor Insights
    January 25, 2021
    499
    0

    5 Healthy Financial Habits You Need to Practice This Year

    The New Year brings with it many new promises. Some people use this time to make resolutions. The promise of a new beginning is a great way to embark on a journey that can make positive changes to your life. While most people think about making changes in their personal and professional lives, picking up ...
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  • Retirement
    Retirement Planning
    By WiserAdvisor Insights
    January 22, 2021
    304
    0

    Should Your Portfolio Become More Conservative as You Approach Retirement?

    Ideally, your portfolio grows with you. How you invest depends a lot on your age, and hence, your portfolio eventually shapes and looks different according to your life stage. Conventional wisdom suggests making your portfolio more conservative as you get older and approach retirement. It may be advisable to rebalance your asset allocation, lower the ...
    Read More
  • Covid-19-Vaccine
    Retirement Healthcare
    By WiserAdvisor Insights
    January 15, 2021
    573
    0

    8 Important Facts A Retiree Should Know About the Covid-19 Vaccine

    Covid-19 turned the world upside down in many ways. Right from lockdowns that kept people home to businesses shutting down because of the economic turmoil, the pandemic proved to be a hard time. Every individual regardless of their age, income, ethnicity, and health conditions, suffered from the Covid-19 virus in one way or another. Retirees, ...
    Read More
  • Investing
    Financial Planning
    By WiserAdvisor Insights
    January 8, 2021
    303
    0

    7 Things to Remember About Index-Oriented Investing

    Investing follows two major approaches – active investing and passive investing. With active investing, investors take on an aggressive front. They buy and sell stocks to earn a profit in the short term. The risk quotient is high here, but so are the returns. Passive investors, on the other hand, have a different way of ...
    Read More
  • Investment
    Portfolio Management
    By WiserAdvisor Insights
    January 4, 2021
    973
    0

    How to Improve Your Investment Portfolio in 2021

    2020 has been a turbulent year. The coronavirus pandemic has caused both a health and an economic crisis across the world, including the U.S. The economic impact of the novel coronavirus is unprecedented in its scale and the entire financial world is recovering from the shock. Many stocks have plummeted in value, investment portfolios have ...
    Read More
  • Deferred Annuities
    Financial Planning
    By WiserAdvisor Insights
    December 22, 2020
    288
    0

    All you Need to Know Regarding Deferred Annuities

    According to some reports, the global average life expectancy has nearly doubled to more than 70, since the early part of this century. As life expectancies continue to rise, retirees may need to reconsider their financial strategies and account for supplemental regular income streams to support them during the non-working years of their lives. Deferred ...
    Read More
  • Reasons Why Financial Advisors Can Create a Good Financial Plan for You
    Financial Advisor Guide
    By WiserAdvisor Insights
    December 3, 2020
    816
    0

    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 ...
    Read More
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