Tags » Financial Planning

Investing Behavior – Disposition Effect

Last year, I met a client Mr Dharam. He had different philosophy while investing directly into equities.

Mr Dharam would continue holding investment in particular stocks for longer period in his portfolio despite current price had reduced by 60% to 75% approx from his purchase price. 150 more words

Investment Bias

Keep Yourself Away From Envy While Investing

Envy is a ubiquitous characteristic displayed by most people when something good happens to somebody else. Envy creates negativity and distress. Only if people could seek joy in other people’s happiness. 144 more words

Investment Bias

Plan well in advance for your sabbatical, in The Tribune

My article in The Tribune published on May 19, 2014

It is really heartening to note that so many women now take a very proactive interest in their financial planning and one aspect that this interest is in planning for childbirth and its impact on finances. 120 more words

Financial Planning

Is It True That When It Comes To Financial Planning Advice, Most People Don’t Know Who To Trust Or Where To Start?

The following guide titled “Financial Advice and You” from the Australian Securities and Investment Commission (ASIC) is an excellent place to start.

https://www.moneysmart.gov.au/media/460600/financial-advice-and-you.pdf

Sadly, it has been my experience that most people seek the assistance of a Financial Planner far too late in their working life.  50 more words

Financial

COMPREHENSIVE FINANCIAL PLANNING STRATEGIES for DOCTORS and ADVISORS

UPCOMING: Our Newest Major Textbook Release

Release: December 9th, 2014 by Productivity Press, Inc

744 Pages | 43 Illustrations

Editor(s): Dr. David Edward Marcinko MBA CMP™ and Professor Hope Rachel Hetico RN MHA CMP™ 617 more words

Career Development

Should You Hire a Financial Advisor?

I’ll come right out and admit it – I am very much biased when it comes to the debate of whether financial advisors are worth the fees they charge. 1,404 more words

Financial Planning

Mirror, mirror, on the wall...

How many meetings with widows will it take before you fully grasp the power of guaranteed income annuities in a retirement income plan?

I am yet to meet with a widowed woman who asked me what the rate of return is on the annuities in place after the death of her husband. 129 more words

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