The Very Basics of Personal Finance
Implement your long term personal finance plan using the basic 5 step process. Use this to build you plan step by step. Investment planning is the last step, implement all the other steps first for a comprehensive plan.
Asset Allocation is a required part of personal finance planning. It can be kept simple and useful or can be made needlessly complex.
An easy peasy financial independence plan. To help you get your FI plan in place to help you focus on the more important things in life.
One of the options while buying Term Insurance is ‘return of premium’. Is it worthwhile considering this option? Exploring the possibility in this post.
Momentum strategy is an investing strategy that works though it is contra to a lot of the basics of value investing. Worth considering for your portfolio.
A review of my Equity portfolio through 2021. Evaluating how closely I have implemented my own investment strategy. This will be an annual feature of the blog.
Have you put together an After You file. It is important to make sure your family has all the relevant information they will need. It is part of prudent financial planning.
Index investing, sounds very unglamorous. It always sounds better to have the ability to pick winning stocks. But the Index gives better returns over a long period.
Mutual Funds have become popular with Indians. Even through the pandemic we continued to invest in MFs. But there is still a very long way to go before it becomes meaningful.
Loans are available aplenty in the festive season. While it is great to shop be aware of how much you borrow. Understand the costs of borrowing.