There are many different investment assets that one can invest in. In this blog, we tackle investing in index funds. … More
Tag: investment
Why Hire a Financial Advisor?
Most people have a hard time talking about money. A reason can include not having financial literacy. Hiring a financial … More
Investing in Gold
If you are an investor, you know the challenges of making a decent return on your investment portfolio because of … More
Benchmark Investing
An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More
DCA Example
Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000 … More
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
Monitoring Your Performance
Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More
Timing the Market
If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … More
Dollar Cost Averaging: A Breakdown
Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More