Investment Planning

6 Steps to Secure the Future of your Special Needs Children

6 Steps to Secure the Future of your Special Needs Children

Parents of special needs children have to make financial plans for two generations. They need to provide for their own needs and their child’s current and future needs. Planning is necessary for the period when they will not be there to provide guidance and support. “As parents of special needs children, you might not have […]

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

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

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

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6 Simple Steps To Reach Realistic Financial Goals | My Money Sage

6 Simple Steps To Reach Realistic Financial Goals | My Money Sage

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

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

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

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

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:

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3 Benefits of investing in Gold in your portfolio

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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Budget 2019: How will it affect your finances?

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

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Beware of these Misselling by Banks & Agents

“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

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Should you benchmark your investment portfolio?

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,

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What is side pocketing and how does it affect Mutual funds?

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

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