When people talk to me about their finances they talk about ‘financial goals’. Sure, they are important but ‘earning more money’ cannot be a goal. ‘Being happy’ can be a goal. When I talk to people in the 55 to 72 years of age the most happiness that they have is when they travel with […]

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A good, sound and durable investment plan starts by determining your objectives while understanding your likes, dislikes, and any limitations or constraints that may exist. While most objectives could be long-term, a plan must be designed to sit / live through changing market conditions. It must be able to prepare for unseen / unpleasant events […]

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http://www.amazon.in/gp/bestsellers/books/1890196031/ref=zg_bs_nav_b_2_1318068031 In the amazon list of best sellers…our book ‘You Can Be Rich Too: Goal Based Investing’ makes it to the top list…       Post Footer automatically generated by Add Post Footer Plugin for wordpress.

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By the end of this week, you will be inundated with ‘resolutions’, ‘budgets’ etc. So obviously this is one more attempt. I know many young couples struggling to make a budget, then not liking what they are doing and soon abandoning it. Some others of course, have not even made a start and they keep […]

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I was NEVER in the ‘wealth management’ business in the 1990s. We were brokers and simply believed that for US to make money, clients had to make a lot of money, like our services, and refer more clients, so that we could make even more money. We did not ask clients for referrals, but would […]

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Here is a nice long PDF article on #YouCanberichtoo well the article is about #GOALBASEDINVESTING.INĀ  Read on… https://www.seic.com/Canada-Advisor/SEI-GoalsBasedInvesting-CA.pdf     Post Footer automatically generated by Add Post Footer Plugin for wordpress.

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One of the main reasons why the Goal setting exercise is difficult is that we do not give importance to the thought process of goal setting. Let us look at some questions that we should be really asking: are our goals really OUR goals or goals laid down by society? for e.g. do you really […]

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