Category: Uncategorized

Investing for Retirement

A major concern of most people is where to invest the retirement savings. Nobody wants to put their savings at risk and there are concerns about fluctuations in the stock market. Many people are uncomfortable investing in the stock market because of the higher risk associated with stocks. However, you should consider the following two
Read More

Capital Needs Analysis

One of the major components of the personal financial planning process is Retirement Planning. After all, we all want to have enough money so that we can retire comfortably and not all of us will win the lottery. In addition to having enough money to be able to retire, many of us also want to
Read More

Portfolio Performance Measurements

As I’ve been doing research to better understand benchmarking and what individuals should and should not do, it was interesting to me how individuals did this. My methodology was very unscientific, largely based on conversations that I’ve had with acquaintances and friends, but also looking at what people ask on forums like Reddit in the
Read More

Investing in ETFs

Over the last several years, ETFs (Exchange Traded Funds) have emerged as a very serious alternative to the mutual fund. Investing in an ETF offers many of the advantages that mutual fund offers, such as a diversified basket of assets that closely track a market index. The ETF and the mutual fund are also similar
Read More