Financial Planning

Financial Planning Stories

Tactical Asset Allocation: Balancing Risk and Opportunity

Tactical asset allocation is a flexible strategy that involves actively adjusting allocation

By Rajendra Todkar

Start the New Year with a Refreshed Portfolio!

it's time to review your portfolio. Take a look at all of

By Rajendra Todkar

The Benefits of Investing in Mutual Fund for Long-Term Wealth Growth

Investing in Mutual Fund can be a powerful strategy for long term

By Rajendra Todkar

Balancing Act: Retirement Savings vs. Debt Repayment?

Prioritize paying off high-interest rate loans as it will help you save

By Rajendra Todkar

The Importance of Asset Allocation by Age: A Guide for Investors

asset allocation varies depending on an individual's age, as different age groups

By Rajendra Todkar

Inflation and Your Money: What You Need to Know

Inflation is a measure of how much prices for goods and services

By Rajendra Todkar

Dynamic Asset Allocation: Proactive approach to Investing

Dynamic Asset Allocation involves ongoing monitoring and adjustments to the portfolio.

By Rajendra Todkar

The importance of having an Emergency Fund

Emergency Fund is a financial safety net to provide cash in case

By Rajendra Todkar

Balancing Risk & Reward: Constant-Weight Asset Allocation Approach

strategy in which assets are allocated & rebalanced on a regular basis

By Rajendra Todkar

Strategic Asset Allocation

Strategic asset allocation is investing tactic that inspired by Markowitz’s theory. creation

By Rajendra Todkar