Tag: Wealth Management
-
5 Dangers of Over-Diversifying your Portfolio
5 Dangers of Over-Diversifying your Portfolio One of the most common portfolio management tips given to clients is to ‘diversify’! If the execution is correct, diversification can reap many benefits for you, but going overboard with diversification can lead to complications, increased risks and, lower returns. Popular American money manager, Peter Lynch, in his book, ... -
How to file to be Executor of an Estate without a Will?
The importance of a will cannot be stressed enough. Apart from mentioning the distribution of a person’s assets and wealth, it also includes information about who would serve as the executor. It is the executor’s role to distribute the assets according to what is stated in the will. At times, individuals do not leave a ...