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Tag: Investment

Home›Posts Tagged "Investment" (Page 4)
  • Impact of COVID-19 on your investment portfolio
    Investment Management
    By WiserAdvisor Insights
    August 7, 2020
    4293
    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
  • Things You Can Do To Make Better Investments
    Financial Planning
    By WiserAdvisor Insights
    July 10, 2020
    2379
    0

    5 Things You Can Do to Make Better Investments During Challenging Market Conditions

    Market volatility can be a matter of serious concern. Challenging market conditions affect the value of investments and often cause significant losses. Such as, in COVID-19, the S&P 500, Dow Jones, or Nasdaq saw a 10% fall until mid-March, 2020.  But, if there is a sound investment plan in place, market volatility usually is a ...
    Read More
  • Portfolio Assumptions That Can Harm Your Financial Planning
    Financial Planning
    By WiserAdvisor Insights
    June 11, 2020
    1818
    0

    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 ...
    Read More
  • The Effect of COVID-19 on Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 8, 2020
    1097
    0

    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 ...
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  • Ways to Circumvent Short-Termism
    Financial Planning
    By WiserAdvisor Insights
    June 5, 2020
    1646
    0

    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 ...
    Read More
  • Everything You Must Know About Over-Diversification
    Investment Management
    By WiserAdvisor Insights
    June 4, 2020
    1422
    0

    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. ...
    Read More
  • Bond Funds
    Investment Management
    By WiserAdvisor Insights
    June 3, 2020
    1858
    0

    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 ...
    Read More
  • Estate Planning for Single Parents
    Estate Planning
    By WiserAdvisor Insights
    May 28, 2020
    1866
    0

    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 ...
    Read More
  • Enhance Your Portfolio without Additional Taxes
    Investment Management
    By WiserAdvisor Insights
    May 6, 2020
    1106
    0

    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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  • How You Can Check Your Portfolio's Risk Level
    Investment Management
    By WiserAdvisor Insights
    May 4, 2020
    1188
    0

    Here’s How You Can Check Your Portfolio’s Risk Level

    A general portfolio is a mix of equity, bonds, and cash, each with its own risk and reward trajectory. Equity or stocks are riskier and highly rewarding, while on the contrary, bonds are subject to a lesser threat but can also have lower returns. In a typical scenario, people like to believe that the higher ...
    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.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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