Published in freefincal.com in January 2023 There is more to financial planning than collecting data from clients and sending them financial plan documents. This article discusses different steps involved in…
Published in freefincal.com in June 2022 Indexing hinges on two important concepts: 1. The arithmetic of indexing and 2. The efficient market hypothesis I have covered the arithmetic of indexing…
Shorter version published in subramoney.com in two parts. Shorter version of this article was published in subramoney.com in two parts. Books to read – a Guide & Books to Read:…
Published in freefincal.com in December 2021 “The determining trait of the enterprising investor is his willingness to devote time and care to the selection of securities that are both sound…
Published in freefincal.com in July 2021 The unified portfolio approach is a less used approach of financial goal planning. Some experts consider it suboptimal to the individual goal portfolio approach…