Finance Minister Nirmala Sitharaman’s maiden budget provides a road map for moving from a $2.7 trillion economy to a $5 trillion economy in the next five years. The budget shows that the government’s focus is on widening the tax base and improving tax compliance. Get your financial plan done by a Registered Investment Advisor. Its FREE, […]
How will Union Budget 2019-20 impact your finances | My Money Sage Read More »
Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss some of the most commonly used mutual fund terms. Knowledge of these terms will help you to understand what your financial adviser says. Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss
8 Commonly Used Mutual Fund Terms & Jargons A Newbie Investor Must Know | My Money Sage Read More »
Your mutual funds would not have generated the kind of returns you are getting if it weren’t for him. As mutual fund investors, we need to thank Bogle for helping us to get more from our mutual funds John Bogle changed the mutual fund industry by reducing costs and helping investors to earn higher
Father Of The Index Funds, John Bogle transformed mutual funds | My Money Sage Read More »
Emergency Fund: Methods To Save Very few people think about putting money aside to deal with an emergency. Most of us are not prepared to face a crisis, because we feel that something like this will never happen to us. The following story will help you to understand the importance of creating an emergency fund:
Emergency Fund – How to Save and Where To Invest | My Money Sage Read More »
3 Benefits of investing in Gold in your portfolio Usually, Investors, when constructing a portfolio tend to limit their diversification strategy to equity and debt thereby ignoring gold, let’s evaluate if investing in Gold makes sense to your portfolio. Gold protects investors from stock market volatility and uncertainty. It has a negative correlation with stocks,
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“If you don’t have a plan, you become part of somebody else’s plan.” – Terence McKenna These words highlight the importance of having a financial plan and being an informed investor. There are very few earners who have not been approached by bank or agents to buy their financial products. When they make a profit
Beware of these Misselling by Banks & Agents Read More »
If you are wondering whether or how to benchmark your investment portfolio, this is must read for you. Most investors and advisors measure the performance of their portfolios against benchmarks. They use different yardsticks to measure the performance of their portfolio. Some of these yardsticks are index returns, category returns, expected returns, last year’s gains,
Should you benchmark your investment portfolio? Read More »
Read this article to understand how side pocketing can impact your mutual fund investments, Market regulator SEBI recently allowed debt mutual funds to “side pocket” stressed assets. This will enable them to separate bad and illiquid assets from the rest of the portfolio. It is then possible to trade the liquid assets at a separate
What is side pocketing and how does it affect Mutual funds? Read More »
If you think timing the markets will give you more returns, there is a fair chance that you might be wrong. It isn’t easy to make money by timing the markets. Investors who try to time the markets usually lose out because of timing errors. You need to do research and invest with discipline and
Should we time the market while investing in mutual funds? Read More »
If you believe that it’s the security or fund selection that is crucial to your financial success, you might be in for a surprise! Asset allocation provides stable risk-adjusted returns. If you get your asset allocation right, your portfolio will take care of itself. Most people search for the best mutual funds and try to
Asset Allocation – The Key to Your Financial Freedom Read More »
