Tag: Portfolio Management
-
Understanding the Spectrum of Risk Tolerance in Portfolio Management
Risk tolerance refers to the amount of market fluctuations that can be endured by your investment and assets within a portfolio. The investment can relate to retirement funding, trading, share market, or equity funds. Risk is an important aspect of financial management and many investors see it as a potential chance to increase their funds ... -
Determining Risk and Understanding the Risk Pyramid
The idea of any investment being risk-free is nothing but a farce. The degree can vary from one investment to another, but risk in investment is omnipresent. There also exists a popular concept of risk-reward, which follows the simple principle; ‘the higher the risk, the higher is the reward at the end’. But not many ... -
5 Tips for Tax-Efficient Portfolio Management
When it comes to an investment portfolio, risk and return are the two primary factors that you need to consider. However, in addition to these, another important factor that is worth considering is tax. Taxes cut into the returns that are received on your investments. So, it is imperative to pursue tax efficiency in any ... -
5 Misconceptions About Financial Planning that You Must Steer Clear Of
People have a lot of misconceptions when it comes to the world of financial planning. While some assume that they don’t need a financial planner, others feel that their income is not enough to even warrant some form of financial planning. Whatever the case may be, there is no doubt that numerous misunderstandings endure. Such ... -
How to make major financial decisions in life?
Money is an integral part of our lives and all of us are required to make decisions regarding it on a daily basis. Every day, we are faced with the choice of either spending our money for immediate gratification or saving it for eventual gain in the future. Our ancestors in the past would have ... -
Are You Saving Enough?
The one advice that people often receive from parents, grandparents, mentors, and even bosses, is to save money. It is also something that we unconsciously advise people around us to follow. But, even though saving money is considered to be a universal rule, nobody really talks about how much one should save. In this ever-changing ... -
Financial Tips for a Lifetime
Managing your finances optimally can often be the key to a happy life. Unfortunately, many of us are weak at managing our finances and usually don’t end up as comfortable and wealthy as we could. It’s a fact the there is a deep link between life and money. Most Important Financial Tips at 3 Crucial ... -
The Treacherous Mountain of Student Debt: Things Every Parent Must Know
It is an extremely proud moment for parents when their child graduates from high school and decides to go to college. In most cases, a college education undeniably results in a successful career and a bright future. However, the worsening student debt crisis is something every parent is concerned about, and the terrifying fact is ... -
Economic Bubbles: Everything you should know about them
In an era of economic jargons, it can sometimes be difficult to catch up on how the economy is faring, which can, in turn, affect the way you make your own financial decisions. You must have heard the term ‘Economic Bubbles’ doing the rounds these days with little knowledge on what it means and how ... -
Different Age Groups, Different Investment Plans
At different stages of life, people have different goals, savings, investments, and expenses. They also have a different appetite for risk. Financial planning is a dynamic activity and it becomes necessary to invest only after researching well about investment plans and strategies that are best suited for one’s age. If you reflect back on your ...