Stocks and bonds have historically been an excellent long-term investment vehicle. In short it means ownership in the businesses that move the world forward. As the world grows, so do the companies and the underlying stocks that are their foundation. Financial markets are no longer determined by a few powerful exchanges such as the New…
When it comes to small personal investments and household budgeting, most people have no problem using programs such as Microsoft Excel, Google Sheets, or other simple spreadsheet tools to track and manage their finances. These tools can also be useful to the financial professional, but there usually comes a time, especially as client lists grow,…
For the first time in American history, a former President of the United States has been criminally charged. It’s worth repeating that: for the first time in history a US president has been indicted for a crime. In 2016 Donald J. So many unimaginable firsts have happened since Trump was elected to the White House,…
Successful money management requires a proactive approach to investing that takes into account not only current market conditions but also future growth opportunities. By choosing to invest in a reputable hedge fund, successful investors can take advantage of the unique opportunities that these types of funds have to offer. One of the main opportunities hedge…
The Mutual Fund investment market in India has expanded across the country over the past few years. With so many new investment avenues and products out there, the choice is yours. Moreover, with online mutual funds, beginners are able to deal with their favorite investments in a better way. When it comes to investments, some…
What are some good reasons to rollover a 401k to an IRA? A client of mine recently asked that question. So, I furrowed my brows, then looked up at the ceiling and thought about it. All retirement accounts have advantages. Some have disadvantages. In the best case scenario, a plan is sponsored by an employer…
what is SEBI? SEBI, which is an abbreviation for Securities and Exchange Board of India, whose functions are similar to those of the SEC or the Securities Exchange Commission in the United States. In other words, SEBI regulates the functioning of financial markets in India, as well as sets ethical standards for the protection of…
One of the biggest mistakes investors make is ignoring the “income objective” portion of their investment portfolio… many don’t even realize there is such a thing. The second biggest mistake is to test the performance of income securities the same way they do “growth objective” securities (equities). The following Q&A assumes that portfolios are built…
This fund is one of the best performing Mutual Fund schemes managed by Mr. Satish Ramanathan, Head of Equity at Sundaram BNP Paribas Mutual Fund. The NAV of the scheme is Rs.18.19 (as on 12-07-2010) for the Dividend Option and Rs.145.53 (as on 12-07-2010) for the Growth Option. You can check the latest NAV on…
My first essay (Peaceful Wealth: Where Do We Begin the Journey?) focused on the tremendous gap between market returns and the actual returns received by the average investor. Many attribute this atrocious performance solely to poor choices and unfair practices from investors. My second essay (Peaceful Money: Beware of Broken Business Models) examines the role…