Bucket strategies – or time segmentation of assets – is a very nice and easy way of explaining to the end user how it works. However, this is making an assumption that the client has paid attention when the IFA was explaining, and the Ifa himself has understood the risks of Bucket strategies (TS). First […]
Those reading my blog for a long time know that I am a fan of the Bucket Theory of Investing for a Retiree portfolio. How this theory works is simple. Let me take an example. Let us say that there is a young retired couple (as they say Young in the draw down stage). Let […]
Even when stocks are doing well—and they’ve been on an incredible run the past five years with fantastic annualized gains. There is always a fear that the market could come down in a hurry – like a pack of cards – and that is scary is it not? Did that not happen in 2007 or […]
Can you give me some investing tips? When D Mart went public, I got interested in investing but I wasn’t able to buy shares in the IPO I got shares of SBI LIFE, that worked out OK but I don’t understand why the share has done so poorly. How should I get started? Should I […]
The Journey: We saw that the path to retirement is narrow and treacherous. We trudge along – we need to repay student loans, buy cars, pay for kids education, parents hospitalization, mortgages,..while keeping the narrow path diligently. Friends and Relatives help us along, and sometimes try to distract us too. We need to be focused […]
How do you climb a Mountain? Or go on a difficult trek? Maybe with a group of friends or alone? Well climbing the Retirement Mountain is somewhat similar to cnlimbing a mountain….How do we start? Ideally you should start as soon as you get a job! Well immaterial of when you start, here are the […]
You know what is Retirement – it is when you accumulate a sum of money which allows you to lead a life you want without having to EVER WORK AGAIN for monetary gains. It can happen at different ages for different people. Investing? When you put money into the bank, buy bonds, shares, mutual funds, ETFs, […]