Advisor Zone Archives - Mymoneysage Blog

12 Rules of Value Investing

Published date July 7, 2020 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Personal Finance

Value Investing is a strategy of investing where investors pick stocks based on fundamental and technical analysis and invest in those that are trading lower than the intrinsic or book value. Get your financial plan done by a Registered Investment Advisor. Its FREE, but spots are limited. . Register now “Most people get interested in stocks when everyone Read more...
Solution-oriented mutual funds – Should you invest in them?

Published date June 29, 2020 | by KishorKumar Balpalli | Advisor Zone, Direct Mutual Fund, Investment Advisor, Investment Planning, Mutual Fund

Solution-oriented mutual funds are funds that have a portfolio that is meant to achieve a specific goal such as retirement planning or children’s education planning. It is a category of mutual funds which has unique features, objectives, and strategies to help investors meet a specific goal. These funds are open-ended hybrid equity schemes that have a minimum lock-in period. Read more...
Best Small Cap Mutual Funds to Invest in 2020

Published date June 26, 2020 | by Research Desk | Advisor Zone, Direct Mutual Fund, Investment Planning, Mutual Fund, Uncategorized

Small Cap mutual funds always invokes mixed reactions in investors. These funds promise higher returns compared to other categories; while also being high on the risk quotient. Investors are wary of the high risk associated with these funds and avoid it altogether. Get your financial plan done by a Registered Investment Advisor. Its FREE, but spots Read more...
Best Large Cap Mutual Funds to Invest in 2020

Last updated on June 12, 2020 | by Research Desk | Advisor Zone, Direct Mutual Fund, Financial Planning, Investment Planning, Personal Finance, Retirement Planning

Large Cap Mutual funds are equity mutual funds that invest at least 80% of their capital in stocks of companies, that are in the top 100 in terms of market capitalization. It would be interesting to see how actively managed Large cap mutual funds have fared in the recent market crash caused by Covid19. While Read more...
What is yield curve inversion? How does it impact markets | My Money Sage

Published date March 25, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

An inverted yield curve shows that an economic slowdown may be imminent. The yield curve is one of the leading indicators that analysts use to predict the direction of the stock markets. In the United States, analysts have used it to forecast all the recessions in the last five decades. The yield curve has not Read more...
6 Simple Steps To Reach Realistic Financial Goals | My Money Sage

Published date March 21, 2019 | by KishorKumar Balpalli | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

It’s important to have big dreams, but it isn’t easy to turn your dreams into reality. Pick goals that you are passionate about and believe that you can achieve them. Make realistic plans that you can meet and track your progress. Here are six simple steps to reach your financial goals, “Set your goals high, and don’t Read more...
8 Commonly Used Mutual Fund Terms & Jargons A Newbie Investor Must Know | My Money Sage

Published date March 8, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Mutual Fund, Personal Finance

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 Read more...
Father Of The Index Funds, John Bogle transformed mutual funds | My Money Sage

Published date March 6, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

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 Read more...
Emergency Fund – How to Save and Where To Invest | My Money Sage

Published date February 22, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Personal Finance, Small Savings

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: Read more...
3 Benefits of investing in Gold in your portfolio

Last updated on April 22, 2020 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Personal Finance, Tax Planning

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, Read more...