Investment Planning Archives - Mymoneysage Blog

What is yield curve inversion? How does it impact markets | My Money Sage

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

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

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

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 having Gold Allocation in your investment portfolio | My Money Sage

February 15, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Personal Finance, Tax Planning

If you are wondering whether Gold should be a part of your investment portfolio, then this is a must read for you. Usually, Investors, when constructing a portfolio tend to limit their diversification strategy to equity and debt thereby ignoring gold, let’s evaluate if it makes sense to add Gold to your portfolio Gold protects Read more...
Budget 2019: How will it affect your finances?

February 4, 2019 | by Research Desk | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Loans, Personal Finance, Provident Fund, Retirement Planning, Small Savings, Tax Planning

Stand-in Finance Minister Piyush Goyal presented the interim budget on February 1, 2019. It proposes tax breaks and sops that will have a positive impact on your finances. The new government that takes charge after the approaching elections will present a full budget. The interim budget proposes sops for the middle class, farmers, and unorganized Read more...
Beware of these misselling tactics by Banks & Agents

January 25, 2019 | by KishorKumar Balpalli | Financial Planning, Fixed Income, Insurance Planning, Investment Advisor, Investment Planning, Loans, Personal Finance

“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. The following story will help you to understand how misselling harms gullible customers: Get insights on your personal finance by a Registered Investment Advisor. Its FREE, Read more...
Should you benchmark your investment portfolio?

January 18, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

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, Read more...
What is side pocketing and how does it affect Mutual funds?

January 16, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund

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 Read more...
Should we time the market while investing in mutual funds?

January 8, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund

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 Read more...

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