It is today easy for a person to get a visiting card with a qualification that sounds very good. Let us see if you can pick which one is a degree got with some effort and what is got gratis: Certified Financial Analyst, Certified Public Accountant, Chartered financial analyst, Certified Financial analyst, Certified Financial Consultant, [...]
People ask me what should a financial planner do? Well if I were to write a book on financial planning, I could write a few chapters on this topic. One thing however he MUST do is ask you a lot of questions – some painful. For example when I talk to a new, unknown person [...]
If you are an Indian there is a lot to read even if you stick to just philosophy as a subject. To say one religion is good or bad you need to read about Hinduism, Mahaveera, Buddhism, Jainism, Christianity, Islam….before you can say it is good or bad. Now it is possible to read some [...]
Let us see…getting rich is easy is it not? Get a good degree ——> It will lead to a great job—-> You will earn a lot of money —-> You have got rich. This is one route. Well there are some issues – every body cannot get a good degree..so the scheme is torpedoed at [...]
This is from experience – the advantage of meeting 5000+ people is enumerated here 1. Have a realistic expectation from the financial planner (see yesterdays post) 2. Know what to expect from a planner 3. If you do not have your data in an organized manner, the planner is not likely to spend time organizing [...]
Or Why you do not need an investment consultant ! If you need bypass surgery, you should find the most qualified surgeon available. If you’re getting sued, you should hire the best defense lawyer in town.These 2 are fairly obvious and I do not think you can do your own root canal surgery, brain surgery [...]