Investment quality for Special Treatment: 📈 Shares in Indian companies 🏢 Debentures from listed Indian companies 🏦 Bank and public company deposits 🇮🇳 Central Government securities 📜 Other specified central government assets . . #nriinvestments #indianassets #investmentoptions #nrifinance #financialplanning #nritaxes #investmentportfolio #assetallocation #indianeconomy #financialgoals #wealthmanagement #taxation
Após mais de uma década e meia imerso na gestão de patrimônio, uma verdade ficou clara para mim: priorizar os interesses do cliente é essencial para a sustentabilidade dos negócios. A @xpinvestimentos implementou uma metodologia visando alcançar resultados superiores, e estamos encantados por ver como isso se alinha com nossas práticas. A harmonia entre nossos modelos é um indicativo do rumo que acreditamos ser o mais promissor. Estamos prestes a inaugurar uma nova era na estrutura de investimentos, que certamente trará benefícios significativos para a sociedade, assegurando resultados positivos tanto para os clientes quanto para os assessores. #mercadofinanceiro #investimentos #assetallocation
Diversifying your investment portfolio is like building a sturdy bridge – it helps you navigate the turbulent waters of the financial markets. By spreading your investments across different asset classes, industries, and geographic regions, you can reduce the impact of any single investment's performance on your overall portfolio. This balanced approach helps mitigate risk while maximizing potential returns. Embrace diversity in your portfolio and pave the way for long-term financial success! Invest Wisely! #Diversification #RiskManagement #InvestmentPortfolio #FinancialStrategy #WealthBuilding #SmartInvesting #AssetAllocation #InvestmentGoals #FinancialFreedom #GrowYourWealth
O famoso termo “Asset Allocation” é uma estratégia de investimento que se baseia em distribuir o seu dinheiro entre diferentes tipos de investimentos, sendo ações, fundos imobiliários, investimentos no exterior caixa, etc. Ao distribuir o seu dinheiro entre essas diferentes classes, você está buscando equilibrar o risco e o retorno e capturando praticamente todo e possível retorno disponível no mercado considerando seu perfil de investidor. No entanto, é importante notar que a alocação de ativos não é algo estático e que irá ser o mesmo sempre. Com o tempo, o desempenho das diferentes classes de ativos pode fazer com que a sua alocação original se desvie do que você planejou. É por isso que é recomendado fazer ajustes e rebalanceamentos periódicos, para trazer a alocação de volta à sua proporção desejada e que você continue fiel e seguindo seu plano na busca pela independência. #assetallocation #investimentos #riscoretorno #portfel #consultoria
📊 Evaluating Portfolio Diversification: Are You Striking the Right Balance? 🌍 Diversification is key to managing risk and achieving long-term financial goals. Our latest blog explores how to ensure your portfolio is well-diversified across asset classes, industries, and geographic regions. Discover the risks of under-diversification and the pitfalls of over-diversification, and learn how to strike the perfect balance for your unique financial journey. Don't leave your investments to chance—read our blog and empower yourself with the knowledge to make informed decisions! 👉 [Link to Blog] #PortfolioDiversification #InvestmentStrategy #FinancialPlanning #RiskManagement #InvestSmart #FinancialGoals #WealthManagement #AssetAllocation
Who doesn't love dashboards and charts! Barely scratching the surface of YCharts capabilities. Can't wait to see how we utilize it to help our clients achieve their goals. #WealthManagement #InvestmentManagement #AssetAllocation #WealthAdvisor #SanAntonio #Austin #Dallas #Houston #Boerne #Helotes
Website: https://buff.ly/4bQZugc -- #MindsetOfAChampion #SuccessMindset #WealthMindset #AbundanceMindset #ThinkAndGrowRich #EntrepreneurMindset #FinancialFreedom #PositiveThinking #GratitudeAttitude #BelieveAndAchieve #DreamBig #HustleHard #GoalDigger #MotivationMonday #MindPower #SelfMade #Empowerment #SuccessTips #LawOfAttraction #NeverGiveUp #Investing #StockMarket #WealthManagement #FinancialPlanning #RealEstateInvesting #PassiveIncome #SmartInvesting #AssetAllocation #DiversifyPortfolio
Have you ever felt overwhelmed by financial jargon? Don't worry; you're not alone. Let's break it down, starting with the basics: 🌟 Assets: Your Money Makers Assets are things that put cash in your pocket, like savings, investments, and property. 💸 Liabilities: Your Money Drains Liabilities are things that cost you money, such as loans, debts, and bills. 📈 Stocks: Your Piece of the Pie Stocks represent ownership in a company. When it does well, so does your investment. 📊 Index: Your Investment Guide An index tracks the performance of a group of investments, helping you see how your portfolio is doing. 💼 ETFs: Investing Made Simple ETFs bundle different investments, like stocks or bonds, into one easy-to-buy package. They're a great way to spread risk and grow your money. 💳 Bonds: Earning from Lending Bonds are loans you give to companies or governments in return for regular interest payments. 💰 Dividends: Sharing in Success Dividends are payments companies give to shareholders, often as a share of profits. 📦 Portfolio: Your Financial Mix Your portfolio is all your investments put together. It's like your financial recipe for success! 💼 Ready to Level Up Your Financial Knowledge? 💡 Dive deeper into money mastery with our range of workshops! From investment essentials to debt management strategies, we've got you covered. Visit us at our website using the link in the bio now and unlock the keys to financial success! #FinancialLiteracy #InvestingBasics #AssetAllocation #ETFs #Bonds #Stocks #Dividends #IndexFunds #PortfolioManagement
🤔 Have you ever wondered how financial professionals help their clients navigate the complex world of investing? One key strategy is asset allocation – but what exactly does that mean, and how does it work? 🧐 In simple terms, asset allocation is all about dividing your investment portfolio into different categories, like stocks, bonds, and cash, based on your goals, risk tolerance, and time horizon. The idea is that by spreading your money across various asset classes, you can potentially minimize risk and maximize returns over the long run. 📊 Think of it like a balanced diet – just as you wouldn't want to eat only one type of food, you don't want to put all your financial eggs in one basket. By diversifying your investments, you can potentially smooth out the ups and downs of the market and work towards your long-term objectives. 🥗💰 But here's the thing – there's no one-size-fits-all approach to asset allocation. What works for your best friend or your parents might not be the right mix for you. It all depends on your unique circumstances and aspirations. 🎯 So, let's start a conversation. What are your financial goals, and how do you feel about risk? Are you saving for retirement, a child's education, or a big purchase like a home or a dream vacation? How much time do you have to let your investments grow? 🤔💭 At Reed Family Wealth Services, we believe that understanding your needs and preferences is the first step in creating a personalized investment strategy. While we can't give specific advice on social media, we'd love to learn more about your situation and explore how asset allocation could help you work towards your objectives. 💬📞352-394-8453 #AssetAllocation #InvestmentStrategy #FinancialGoals #ReedFamilyWealthServices #tipsandadvice #assets #assetsmanagement #RiskManagement #riskmanagementservices #advice #adviceforlife #FinancialPlanning #FinancialEmpowerment #financialeducation #insurance
Have you ever wondered why investing in mutual funds could be a smart move for you? Let me break it down for you in simple terms. First, let’s talk about diversification. Imagine putting all your eggs in one basket and then dropping it. Oops! But with mutual funds, you’re spreading your risk by investing in a variety of well-managed companies. It’s like having many baskets, so even if one drops, you’re still good! Next, there’s professional management. You don’t have to be a finance wizard to invest. Expert fund advisors like us will do all the hard work for you. We research, select the best investments, and keep an eye on performance, so you don’t have to stress about it. Another great thing is choice. Mutual funds come in all shapes and sizes, catering to different investment goals and strategies. Whether you’re saving for a new house, your child’s education, or just building wealth, there’s a mutual fund that’s right for you. Lastly, flexibility is a big plus. Need quick access to your money? Selling your mutual fund shares usually means you get the proceeds in 1-3 days. It’s that simple! So, what do you think? Ready to explore mutual funds and see how they can help you reach your financial goals? #mutualfunds #SIPinvestment #SIP #stockmarket #stockmarketindia #investmentstrategies #financialplanning #wealthcreation #equityfunds #diversification #passiveincome #moneymanagement #retirementplanning #wealthbuilding #financialfreedom #investmentportfolio #riskmanagement #assetallocation #longterminvestment #financialgoals #personalfinance #investmentopportunities #sharemarket
In the realm of wealth management, there's a misconception that it solely revolves around planning for retirement. The reality, however, is far more expansive. Yes, retirement planning does fall under its scope, but the scope of wealth management transcends the boundaries of just that. So, while retirement planning is undoubtedly crucial, viewing wealth management through a narrow lens does a disservice to its true essence. Think of it as a holistic approach to financial well-being, where every financial goal, big or small, finds its rightful place in the grand scheme of wealth management.💰 To get started with your investment, send a DM or use the link in bio to visit our website at https://bit.ly/PageMMF (link in bio).🌐 Follow @pageassetmgt on Instagram to get started on investment and asset management. . . . . . #pageassetmanagement #pageasset #wealthbuilding #riskmanagement #secureyourfuture #portfoliomanagement #investingtips #assetallocation #smartinvesting #digitalbanking #wealthmanagement #financialfreedom #investmentgoals #growyourmoney #financialplanning #investmentstrategy #passiveincome #moneymanagement #investmentinsights #diversifyyourportfolio #longterminvesting #rishconngteam
🌟 Explore endless possibilities and ignite your career with us! Join our dynamic team and make your mark in the world of Panin Asset Management - Medan Branch. 💼 #CareerJourney #OpportunityAwaits #AssetManagement #MutualFund #investment #financialplanning #assetallocation #legacyplanning #qwp #waperd #awp #cfp #certifiedfinancialplanner #qualifiedfinancialplanner #associatewealthplanner #financialadvisor #WakilAgenPenjualEfekReksaDana Email us: [email protected] @pans_medan . . _ TAG TEMEN DAN SAUDARA KAMU yang lagi BUTUH Info Lowongan kerja Ini, Agar Tidak Terlewatkan. FOLLOW @lokermedan FOLLOW @lokermedan FOLLOW @lokermedan Untuk Dapat Update Informasi lowongan kerja terbaru di KOTA MEDAN dan SUMUT BUKA situs WWW.LOKERMEDAN.ID Untuk Cek Update Info Loker Medan Lainnya. #lokermedan #lokerindonesia #lokercpns #lokerbumn #lokerbumn2024 #lokercpns2024 #infocpns2024 #lokermedanterbaru #cpns2024 #lowongankerja #lokermedan2024 #lokerkotamedan
Sem mais... -Ooo... . . . #financaspessoais #financas #planejamentofinanceiro #reservaemergencial #investiment #investimentos #investir #sucessofinanceiro #bancocentralbrasil #sistemafinanceironacional #bolsadevalores #consultordeinvestimentos #criptomoedas #acoes #blumenau #blumenausc #santacatarina #assetallocation #consultordeinvestiment
Hallo Zusammen, Immer wieder hört man im Umfeld, meist aber in den öffentlichen Medien, wie schlimm Aktien sind. Sie werden im Volksmund wie die Pest verhöhnt und als Casino bzw. Zockerei beschimpft. Doch nicht jeder Börsenteilnehmer ist ein Zocker. Meist wird es auch so dargestellt, dass dieses Instrument nur für Reiche ist, und damit die Armen noch mehr geschädigt werden. Fakt ist, dass Aktien nichts anderes als Beteiligungen an Unternehmen sind. Und egal ob reich, arm oder dazwischen, JEDER MENSCH in unseren deutschsprachigen Ländern, hat Zugang zu Aktien und kann sich Anteile an verschiedensten Unternehmen sichern. Das Problem ist allerdings, dass man sich damit beschäftigen sollte, und da scheitern die meisten Menschen daran. Auch in meinem direkten Umfeld herrscht an manchen Ecken genau diese Meinung. Niemals würden diese Personen in Aktien investieren (was auch in Ordnung ist), aber dennoch wird weiter gebashed und das vorhandene Geld verkonsumiert. Ein Teufelskreis. Man hat nie Geld, die Reichen werden reicher, und alle anderen sind schuld. In diesem Beitrag zeige ich wie sich ein Standard-Portfolio mit vielen Fehlern in den letzten Jahren entwickelt hat. Und mit den Prozentzahlen kann sich jeder ein eigenes Bild machen, was bei seiner Sparleistung dabei rausgekommen wäre. Dabei geht es nicht um die Depotgröße, sondern die Entwicklung. Bleibt dabei, egal wie klein/mittel/groß euer Depot ist, wenn ihr euch Zeit nehmt, versucht das Thema zu verinnerlichen, geduldig bleibt, wird es sich im Laufe der Zeit auszahlen. 🤑 Hinweis: bei einem einfachen breitgestreuten ETF, ohne viel herumhandeln, wären noch viel höhere Renditen möglich gewesen. ❓wie sieht eure Performance aus? Habt einen schönen Tag. Euer Renditehamster 🐹 ⚠️ keine Werbung ⚠️ keine Anlageberatung
Asset Allocation, What is it? why is it important? That is what I will try to explain to you in this post:) what is it? - Asset allocation is how investors divide their portfolios among different assets that might include equities, fixed-income assets, and cash and its equivalents. Investors ordinarily aim to balance risks and rewards based on financial goals, risk tolerance, and the investment horizon. Why is it important? - There's no formula for the right asset allocation for everyone, but the consensus among most financial professionals is that asset allocation is one of the most important decisions investors make. 1 Selecting individual securities within an asset class is done only after you decide how to divide your investments among stocks, bonds, and cash and cash equivalents. This will largely determine your investment results. Investors use different asset allocations for distinct goals. Someone saving to buy a new car in the next year might invest those savings in a conservative mix of cash, certificates of deposit, and short-term bonds. However, individuals saving for retirement decades away typically invest most of their retirement accounts in stocks because they have a lot of time to ride out the market's short-term fluctuations. Financial advisors generally recommend holding stocks for five years or longer. Cash and money market accounts are appropriate for goals less than a year away. Bonds fall somewhere in between. Financial advisors once recommended subtracting an investor's age from 100 to determine what percentage should be invested in stocks. A 40-year-old would, therefore, be 60% invested in stocks. Variations of this rule recommend subtracting age from 110 or 120, given that average life expectancy continues to grow. Portfolios should generally move to a more conservative asset allocation to help lower risk as individuals approach retirement. CFA Institute. "Principles of Asset Allocation." #investing #AssetAllocation #assetallocation #money #dream #dreams #dreambig
"What types of investments do you prefer when using Fox Trade? Are you more inclined towards stocks, mutual funds, cryptocurrencies, or something else?" Visit our website: https://fxt.exchange/ Telegram Channel: https://t.me/fxtexc #investmentstrategies #financialgrowth #investingtips #wealthbuilding #portfoliomanagement #savings #investmentopportunities #wealthcreation #moneymanagement #financialfreedom #assetallocation #riskmanagement #investmentadvice #wealthmanagement #stockmarket #passiveincome #retirementplanning #diversification #smartinvesting #longterminvesting #financialplanning #economicoutlook #markettrends #investmentgoal #foxtrade
💡Како што истражува Морган Хаусл во „Психологијата на парите“, финансиските одлуки можат да го обликуваат не само вашето богатство, туку и вашата среќа и исполнетост. Откријте безвременски лекции за богатството, алчноста и среќата со оваа книга и дозволете ни да ве водиме во користењето на вашите пари за да создадете живот исполнет со финансиска слобода и радост. Инвестирајте во вашата иднина со Вега Фондови! 📚Следете нè за повеќе препораки за книги и совети околу инвестирање, а доколку имате прашања не двоумете се да нè контактирате: 📞 +389 2 321587 ✉️ [email protected] #Investing #FinancialFreedom #WealthManagement #StockMarket #PersonalFinance #RetirementPlanning #FinancialPlanning #MoneyManagement #InvestmentStrategy #FinanceTips #AssetAllocation #PassiveIncome #Diversification #FinancialGoals #SmartInvesting #ВегаФондови #Инвестиции #BookRecommendation #Book
𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗸𝗮𝘁𝗶𝗼𝗻 Dass Diversifikation im Portfolio eine gute Idee ist, weil dadurch das Risiko gesenkt wird, ist ja hinlänglich bekannt. In liquiden Märkten werden dazu klassisch Aktien und Anleihen verwendet. Es gibt aber wesentlich mehr Möglichkeiten zur Diversifikation, wenn man sich privaten Märkten mit weniger Liquidität hinwendet. Anbei eine Aufstellung von JPMorgan AM. Verglichen wird die Korrelation von verschiedensten Assetklassen im Zeitraum 2008-2023 zueinander. Interessant die niedrige Korrelation von Infrastruktur, Holz, Transport und Makro zu globalen Aktien. Welche Assetklassen verwendet Ihr außer Aktien und Anleihen? ——- www.joerg-mayr.com (Investment Masterclass: Finanzbildung und Expertenwissen immer aktuell) www.alpha-strategies.at (Asset Manager B2B Vertrieb Österreich) www.alpha-strategies.de (Asset Manager B2B Vertrieb Deutschland) #investieren #investmentmasterclass #joergmayr #vermögen #assetallocation Wenn Ihnen der Post bzw. das Video gefallen hat, freue ich mich über: 👍 Like 🔤 Kommentieren ➡ Share 🤝 Vernetzen 🔔 Keinen Post mehr verpassen: Einfach die Glocke anklicken Geteilte Nachrichten dienen der allg. Information sowie als Werbung. Sie sind weder als Analyse noch als Angebot zu verstehen. Jede Kapitalanlage ist mit einem oder mehreren Risiken verbunden. Werte und Renditen von Finanzinstrumenten sowie sonstiger Anlageformen können steigen oder fallen. Quelle: https://am.jpmorgan.com/content/dam/jpm-am-aem/emea/regional/de/insights/market-insights/mi-guide-to-the-markets-daily-de.pdf
𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗸𝗮𝘁𝗶𝗼𝗻 Dass Diversifikation im Portfolio eine gute Idee ist, weil dadurch das Risiko gesenkt wird, ist ja hinlänglich bekannt. In liquiden Märkten werden dazu klassisch Aktien und Anleihen verwendet. Es gibt aber wesentlich mehr Möglichkeiten zur Diversifikation, wenn man sich privaten Märkten mit weniger Liquidität hinwendet. Anbei eine Aufstellung von JPMorgan AM. Verglichen wird die Korrelation von verschiedensten Assetklassen im Zeitraum 2008-2023 zueinander. Interessant die niedrige Korrelation von Infrastruktur, Holz, Transport und Makro zu globalen Aktien. Welche Assetklassen verwendet Ihr außer Aktien und Anleihen? ——- www.joerg-mayr.com (Investment Masterclass: Finanzbildung und Expertenwissen immer aktuell) www.alpha-strategies.at (Asset Manager B2B Vertrieb Österreich) www.alpha-strategies.de (Asset Manager B2B Vertrieb Deutschland) #investieren #investmentmasterclass #joergmayr #vermögen #assetallocation Wenn Ihnen der Post bzw. das Video gefallen hat, freue ich mich über: 👍 Like 🔤 Kommentieren ➡ Share 🤝 Vernetzen 🔔 Keinen Post mehr verpassen: Einfach die Glocke anklicken Geteilte Nachrichten dienen der allg. Information sowie als Werbung. Sie sind weder als Analyse noch als Angebot zu verstehen. Jede Kapitalanlage ist mit einem oder mehreren Risiken verbunden. Werte und Renditen von Finanzinstrumenten sowie sonstiger Anlageformen können steigen oder fallen. Quelle: https://am.jpmorgan.com/content/dam/jpm-am-aem/emea/regional/de/insights/market-insights/mi-guide-to-the-markets-daily-de.pdf
Understanding the difference in your investment journey. 📊💰 Stocks and Bonds can be tricky to understand especially if your living abroad and looking to invest in Kenya's stocks or bonds. Here is a quick guide on where to begin before investing in any: 1. Ownership vs. Debt: Stocks represent ownership in a company, entitling shareholders to a portion of its assets and profits. Bonds, on the other hand, are debt securities issued by governments or corporations, representing a loan from the investor to the issuer. 2. Returns: Stocks offer the potential for higher returns through capital appreciation and dividends, but they also come with higher risk due to market volatility. Bonds provide a fixed interest rate (coupon) and return of principal at maturity, offering more predictable income but generally lower returns compared to stocks. 3. Risk and Volatility: Stocks are more volatile than bonds, with prices fluctuating based on market conditions, company performance, and investor sentiment. Bonds are typically considered less risky, offering a steady income stream and greater stability in value, especially government bonds. 4. Investment Goals: Stocks are suitable for long-term investors seeking growth and willing to tolerate market fluctuations. Bonds are often favored by conservative investors looking for income, capital preservation, or diversification in their portfolios. For more information click the link in our bio and hop on a one on one strategy call with our financial advisor. #StockMarket #Bonds #Investing101 #FinancialEducation #Diversification #RiskManagement #WealthBuilding #AssetAllocation #IncomeInvesting #CapitalAppreciation #InvestmentPortfolio #RiskVsReward #LongTermInvesting #MarketVolatility #FixedIncome #EquityInvesting #AssetClasses #InvestmentStrategy #StabilityVsGrowth #FinancialGoals #InvestmentDiversification #MarketInsights #RetirementPlanning #IncomeStreams #WealthManagement #InvestmentOptions #PersonalFinance #RiskTolerance #BondMarket #StockMarketInvesting"
When we see potential clients come to our firm for a consultation and we see they have a 10% to maybe 30% allocation of bonds, I just scratch my head and wonder what the broker was thinking. Maybe they weren’t. Even the Bond King, Bill Gross, who managed the PIMCO Total Return Fund and who was largely responsible for bringing the investment firm PIMCO from assets under management of $12 million to around $2 trillion has said he now dislikes bonds and is investing money in other areas. He had some of the best returns of bond fund managers, but it came at time of declining interest rates from 1981 to 2020 that is now over. With long term interest rates at current levels, I believe the best return that investors could hope for is probably the coupon rate which on a 10 year treasury will be somewhere around 4.5%. This will not only hurt bonds, I believe it will also lead to disappointing returns in the old asset allocation model of 60% in equities and 40% in bonds over the next five to ten years. So if your broker or advisor has part of your money in bonds, you may want to ask why. I would say be prepared for the weak answer of something to do with asset allocation or that it has worked in the past. In other words, they are taking the easy way out rather than doing some hard research for your portfolio going forward. #bondallocation #broker #investmentfirm #bondking #billgross #pimco #investing #investors #interestrates #inflation #economy #assetallocation
"Markets are volatile. Weak economic conditions and falling inflation has rekindled expectations of interest rates cuts in Australia and much of the industrialised world in coming months... The next readings on inflation and unemployment will be critical in the timing of those cuts." Stephen Koukoulas, Zagga's Economist 'in residence', shares his market commentary for May. Continue reading via Market Outlook (link in bio). Why zig when you can Zagga? #investsecurely #borrowsimply #economistinresidence #investment #commercialrealestatedebt #cred #alternativeinvestments #assetallocation #privatecredit #credebt #incomeinvestments #fixedincome #alternativeassets #credpropertyfund #diversifiedfund #realestateincomefund
You will soon be able to invest in overseas markets! Soon you may be able to invest in the overseas markets, because the Indian mutual fund investors may soon be able to invest in overseas funds through domestic funds. The SEBI has suggested that the Indian mutual funds be allowed to invest in those overseas funds, which allocate a portion of their assets to Indian securities. However, the SEBI has also imposed the condition to the arrangement, saying that such exposure should not exceed 20% of the overseas funds net assets. This initiative aims to justify the Indian Fund of Funds and will not only enhance the investment opportunities for Indian mutual fund investors but also ensure cost effectiveness to the investors. You can share your feedback on this with the SEBI as public comments to this proposal which will be kept open till June 7, 2024. #InvestmentOpportunities #MutualFunds #SEBIRegulations #Indian #GlobalMarkets #FinancialInclusion #CostEffectiveness #FundofFunds #PortfolioDiversification #InvestSmart #MarketGrowth #AssetAllocation #FinancialPlanning #InvestorEducation #SEBIConsultation #NetAssets #MarketInsights #InvestmentStrategy #FinancialLiteracy #InvestmentAwareness #SEBIProposal #InvestmentGuidance #IndianEconomy #InvestorFeedback #Shorts #ViralVideos #Trending #QuickTips #YouTubeGrowth #Reels [ CA Pratiksha Pai, stock market, elections, war, Fintelligent Investor, stock market, investing in overseas markets, foreign mutual funds, SEBI proposal ]
What are bulk deals and block deals in stock market? Many times we hear that so many shares of a company are traded in a block deal or in a bulk deal. What are these block deals and bulk deals? A bulk deal is where the total quantities of the shares traded, exceed 0.5% of the equity shares listed on the exchange. A bulk deal happens only when the brokers provide a trading window during the regular trading hours. On the other hand, a block deal is where either more than 5 lakh shares or shares of a value exceeding ₹ 5 crores are traded in a single trade. Block deals can take place only during a particular trading window in the early trading hours. #SharesAndStocks #InvestSmart #FinanceGuru #EconomicTrends #PortfolioGrowth #InvestorLife #TradingWindow #MarketMovers #FinancialLiteracy #InvestmentIdeas #StockExchangeSecrets #CapitalGains #DividendPayouts #AssetAllocation #RiskManagement #MarketVolatility #StockMarketInsights #InvestmentStrategies #TradingTips #FinancialFreedom #WealthBuilding #MarketAnalysis #EquityTrading #BlockDealBuzz #BulkDealBreakdown #SharesAndStocks #StockMarketNews #TradingSuspension #twitch #video [ CA Pratiksha Pai, stock market, elections, war, Fintelligent Investor, stock market, block deal, bulk deal, stock trades ]
Recommended financial planning methodology while purchasing house! If you are considering purchasing a new house, then there is a particular calculation recommended by the financial experts while you are doing the financial planning for your house. This is the 30/30/3 Rule and there are 3 basic essence to this rule. 1. The EMI on your home loan should not exceed 30% of your monthly income. 2. You should have saved at least 30% of the value of the house in form of cash or liquid assets. 3. Your budget while purchasing house should not exceed 3X of your gross annual income. This rule is a lot more relevant today as compared to, say a decade back, because of the high uncertainty in the work force and scenarios of job cuts and pay cuts. So you should not overrun your budget. What are your thoughts on this? Let me know in the comments. [ CA Pratiksha Pai, stock market, elections, war, Fintelligent Investor, stock market, investment ideas, money tips, home purchase, housing loan, financial planning, EMI, Loans, debt funding ] #HomeBuying #FinancialPlanning #RealEstate #HomeLoan #BudgetingHome #SmartInvesting #PropertyGoals #HouseHunting #Mortgage #SavingsStrategy #RealEstateAdvice #HomeOwnership #BudgetFriendly #InvestmentWisdom #MoneyManagement #AssetAllocation #WealthBuilding #HomeFinance #RealEstateTrends #FutureHomeowner #FinancialFreedom #BuyingAHome #HomeLoanEMI #PropertyInvestment #RealEstateGoals #selfie #photo #instalove #love #instagood Do you agree with the 30/30/3 rule for house purchase?
Website: https://buff.ly/4dOx8ox -- #MindsetOfAChampion #SuccessMindset #WealthMindset #AbundanceMindset #ThinkAndGrowRich #EntrepreneurMindset #FinancialFreedom #PositiveThinking #GratitudeAttitude #BelieveAndAchieve #DreamBig #HustleHard #GoalDigger #MotivationMonday #MindPower #SelfMade #Empowerment #SuccessTips #LawOfAttraction #NeverGiveUp #Investing #StockMarket #WealthManagement #FinancialPlanning #RealEstateInvesting #PassiveIncome #SmartInvesting #AssetAllocation #DiversifyPortfolio
:- 𝙍𝙤𝙮𝙖𝙡 𝙇𝙚𝙋𝙖𝙜𝙚 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨 𝙇𝙩𝙙. "𝗨𝗻𝗹𝗼𝗰𝗸 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝗶𝗻 𝗖𝗮𝗻𝗮𝗱𝗶𝗮𝗻 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘄𝗶𝘁𝗵 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗲𝘀 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁'𝘀 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀. 𝗙𝗿𝗼𝗺 𝘃𝗮𝗹𝘂𝗲-𝗮𝗱𝗱 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝘁𝗼 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 𝗥𝗘𝗜𝗧𝘀 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀, 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗮 𝗺𝗶𝘅 𝗼𝗳 𝗵𝗶𝗴𝗵-𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗼𝗽𝘁𝗶𝗺𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝗮𝗻𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲." 🌐 𝗘𝗺𝗲𝗿𝗴𝗲 𝗥𝗲𝗮𝗹 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗿𝗼𝘂𝗽: 115 Matheson Blvd West, Suite 102 Mississauga, ON, L5R 3L1 ☎️ 𝐂𝐚𝐥𝐥 𝐮𝐬: 416 805 9827 📧 𝐄𝐦𝐚𝐢𝐥 𝐮𝐬: [email protected] #CommercialRealEstate #InvestmentStrategies #CanadaRealEstate #PropertyInvesting #ValueAddInvesting #REITs #RealEstateInvestmentTrusts #OpportunisticInvesting #PrivateEquityRealEstate #AssetManagement #PortfolioDiversification #CommercialProperties #PropertyManagement #CanadianMarket #RealEstatePortfolio #InvestmentOpportunities #MarketTrends #PropertyDevelopment #FinancialGrowth #WealthManagement #CommercialProperty #RealEstateInvestor #AssetAllocation #InvestmentAdvice #RLP #royallepagecommercial
In the investing world, liquidity refers to how easily an asset can be bought or sold in the market without significantly affecting its price. Think of it like selling your lemonade stand - if there are lots of thirsty customers around (high demand), you can sell it quickly and for a fair price (high liquidity). Cash is considered the most liquid asset because it can be readily spent or converted to other assets. Stocks and bonds can also be liquid, depending on the specific asset and market conditions. Why is liquidity important? Easier Buying & Selling: High liquidity allows investors to enter and exit positions more easily. Reduced Risk: Liquidity helps manage risk by enabling you to sell an asset quickly if needed. Price Stability: High liquidity generally leads to more stable asset prices, as there are more buyers and sellers to balance the market. But not all assets are created equal: Real estate can be less liquid than stocks, as selling a house typically takes longer. Rare collectibles might be valuable, but finding a buyer can be challenging, limiting their liquidity. Understanding liquidity is crucial for investors! Choose assets that fit your investment goals and consider how quickly you might need to sell them. #Liquidity #Investing #FinancialLiteracy #MoneyMoves #AssetAllocation #MarketMechanics #RiskManagement
Give time to your financial wings to grow Start Investing Today #savemoney #wealthy #freedomsip #mutualfundsahihai #startinvesting #StepupyourSIP #investing #InvestinSIP #makemoney #wealth #MoneyGoals #SIPKaroMastRaho #theroyalinvestments #mutualfund #inflation #TeamRoyal #compounding #assetallocation #Goals #mutualfundsip #financialfuture
Things to note 📝 when investing for Long term Having a Person to Guide you, prepare the asset allocation for you as per your Goals is necessary Kindly get in touch to start your serious investment in Mutual funds (absolutely free for life) #mutualfunds #mutualfundssahihai #assetallocation #investing #sip #sipinmutualfunds #riskmanagement #financialfreedom #financialindependence #financialliteracy #finance #longterminvesting
ABSTRACT PAPER "Determinants of portfolio performance" 📰 "To delineate investment responsibility and measure contribution to performance, pension plan sponsors and investment managers need a clear and relevant method to attribute returns to the activities comprising the investment management process: investment policy, market timing, and security selection. The authors provide a straightforward framework based on a passive benchmark portfolio representing the long-term asset classes of the plan, weighted by their long-term allocations. Returns of this 'investment policy' portfolio are compared with actual returns resulting from a combination of investment policy plus market timing (overweighting or underweighting asset classes relative to the plan benchmark) and security selection (active selection within an asset class). Data from 91 large US pension plans over the period 1974-83 indicate that investment policy dominates investment strategy (market timing and security selection), explaining on average 93.6% of the variation in total plan return. The average actual total portfolio return over the period was 9.01%, compared to the 10.11% of the benchmark portfolio. Active management incurred an average cost to the plan of 1.10% per year, although its effects on individual plans varied significantly, adding up to 3.69% per year. While investment strategy can lead to significant returns, these are overshadowed by the contribution to return from investment policy: asset class selection and their normal weights." Asset allocation is the division of funds among different asset classes, such as stocks, bonds, commodities, and cash. Credits: @finvestire #finance #investing #etf #etfinvesting #etfs #passiveinvesting #assetallocation #assetmanagement #market #stockmarket #stock #asset #assets #markettime #gold #bond
Expand Your Financial Horizons with Smart Investment Choices! 📈 At Whitebridge Financial Services, we understand that life can be expensive and saving alone might not meet all your financial goals. That’s why we offer personalized investment strategies to help you grow your wealth effectively: • Understanding Investments: Whether you're new to investing or looking to diversify your portfolio, we’re here to guide you. Investing allows your money to work harder for you, but remember, it's not without risks. • Why Invest? Investments can help you save for the future, build wealth, and offset inflation, maintaining your living standard. • Preparation is Key: Before investing, ensure you’re debt-free, have emergency funds, and have adequate financial protection. • Diverse Opportunities: From equities and bonds to property and more, we recommend a diversified portfolio to mitigate risks and increase potential returns. • Professional Guidance: Our financial advisers are dedicated to finding the right investment mix for you, considering your long-term goals and financial situation. Investing is a powerful tool for achieving financial independence. Contact us today to explore how our tailored investment solutions can help secure your future. (Approver Quilter Financial Services Limited. April 2024) *The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. #Investing #FinancialPlanning #WealthGrowth #PortfolioManagement #SmartInvesting #FinancialFreedom #InvestmentTips #WealthManagement #RiskManagement #AssetAllocation #DiversifiedPortfolio #InflationHedge #Savings #RetirementPlanning #EconomicSecurity #FinancialAdvice #InvestmentStrategy #MoneyManagement #FinanceGoals #InvestForFuture
Watch me live today at 4pm on @money9live as I speak to Pragati Vajpai about the basics of Asset Allocation, why and how should one review portfolios as well as answer live customer queries. We will also discuss about ABSL Crisil IBX Gilt June 2027 Index Fund. This is a Target Maturity Gilt Fund and we will discuss who and for what purposes such a fund will be suitable. https://youtube.com/live/UyWvU7d2uuw #AssetAllocation #targetmaturityfunds #PortfolioReview
Embarking on the journey of investing? Let's navigate through the basics together! 🌟 Connect with us, and let’s help you build your wealth, send a DM or use the link in bio to visit our website at https://bit.ly/PageMMF (link in bio).🌐 Follow @pageassetmgt on Instagram to get started on investment and asset management. . . . . . #pageassetmanagement #pageasset #wealthbuilding #riskmanagement #secureyourfuture #portfoliomanagement #investingtips #assetallocation #smartinvesting #wealthmanagement #financialfreedom #investmentgoals #growyourmoney #financialplanning #investmentstrategy #passiveincome #moneymanagement #investmentinsights #diversifyyourportfolio #longterminvesting #rishconngteam
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🟢 The Green signal is on. #Bonds #BondMarket #FixedIncome #FinancialCrisis #Economy #Investing #Finance #Trading #WealthManagement #StockMarket #InvestmentStrategy #MarketTrends #EconomicIndicators #InterestRates #PortfolioManagement #FinancialPlanning #AssetAllocation #Diversification #CapitalMarkets #FiscalPolicy #Tesla #artoftheday #typohub #sadhguruquotes #sadhguru
“Join us in shaping a greener future while maximizing your investment potential. Secure your sustainable success today!" Visit our website: https://fxt.exchange/ Telegram Channel: https://t.me/fxtexc #investmentstrategies #financialgrowth #investingtips #wealthbuilding #portfoliomanagement #savings #investmentopportunities #wealthcreation #moneymanagement #financialfreedom #assetallocation #riskmanagement #investmentadvice #wealthmanagement #stockmarket #passiveincome #retirementplanning #diversification #smartinvesting #longterminvesting #financialplanning #economicoutlook #markettrends #investmentgoal #foxtrade
Asset allocation hinges on three critical factors: time horizon, risk tolerance, and financial situation. Time horizon reflects how long you can invest before needing funds, while risk tolerance gauges your comfort level with market fluctuations. Your financial situation, including income, expenses, and existing assets, further shapes your allocation strategy. Balancing these factors ensures a tailored approach aligned with your investment objectives. #PrathamServices #assetallocation #longterminvesting #diversification #riskmanagement #financialgoals #personalfinance #investmentstrategy #financialeducation #consulting #offlineinsurance #health #insuranceagent #carinsurance #insurancebroker #businessinsurance #investment #financialplanning
💫 Family offices, asset managers and corporations are rethinking their structures and strategies that reaffirm their readiness to capitalize on evolving opportunities, while mitigating emerging risks inherent in the current geopolitical and economic climate. We discussed the business opportunities for Turkish Family offices, asset managers and corporations in the Benelux region covering the tax, legal and banking systems angels. 👉Arnaud Penson, Senior Director at Ebury 👉Marcel van den Nieuwenhuijzen, Partner at Orange Clover 👉Robert de Liefde, Tax Lawyer at Taxconn 🎤 Moderated by: Jeroen van Zanten, Global Head of Marketing & Growth at Bolder Group My contribution in the discussion covered the below topics: 💡How to integrate an impact lens in the investment strategy: deploying invested capital to deliver positive impact alongside positive financial return 💡Global trends in impact investing shaping the investment landscape in Turkey 💡Challenges and opportunities facing Turkish family offices, asset managers and corporations Thank you Tim van Santen and Jeroen van Zanten for the invitation. 💫 Aile ofisleri, varlık yöneticileri ve şirketler, mevcut jeopolitik ve ekonomik ortamda ortaya çıkan riskleri azaltırken, gelişen fırsatlardan yararlanabilecekleri yapıları ve stratejileri yeniden düşünüyorlar. Benelüks bölgesinde Türk Aile ofisleri, varlık yöneticileri ve şirketler için iş fırsatlarını vergi, hukuk, bankacılık sistemi açısından değerlendirdiğimiz panelde, ben de yatırım stratejilerinde etki odağı, global yatırım trendleri ve Türk şirketleri için oluşturduğu risk ve fırsatları aktardım. #impactinvesting #wealthmanagement #familyoffices #investmenttrends #assetallocation #impact #strategy
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Experience financial harmony with VB Abundance's bespoke personal organizer! 📑✨ From budgeting to investment tracking, our tailored solutions streamline your finances, empowering you to achieve your goals with ease. Let's declutter your financial journey together! vb abundance - financial advisor - https://lnkd.in/grNDa If you want more details click here, https://vbabundance.com/ or call us +91 99430 18682. Address : Ganapathy Complex, No. 104 - 1st Floor, AK Nagar, Saibaba Colony, Coimbatore - 11. Map Location : https://lnkd.in/gSjkrkXd #financialplanningtips #financialadvisor #financialserviceprovider #financialservicesindustry #financialsuccess #financialplanning #budgetingtips #budgetinggoals #goalsetter #investments #investmenttips #investmentselection #assets #assetsecurity #assetallocation #periodicrebalancing #evaluating #evaluate #taxplanning #tax #Riskprofile #personalorganizer #MutualFunds #equity #gold #realestatetips #insuranceclaim #lifeinsurancepolicy #generalinsurance #PMS
🌟 Join Our Team: Client Relationship Manager - Financial Planning Specialist 🌟 👋 Ready to kickstart your finance career? We’re hunting for a dynamic individual to join us as a Client Relationship Manager - Financial Planning Specialist. 👥 Who We Are: We’re a tight-knit crew dedicated to smashing financial goals. With a knack for personalized service and top-notch advice, we’re all about changing lives for the better. 🔍 What You’ll Do: As a Client Relationship Manager, you’ll be the go-to guide for our clients’ financial journeys. From crunching numbers to crafting custom plans, you’ll be their hero in navigating money matters. 💼 What We Offer: Supportive vibes and serious team love. Sweet opportunities to climb the finance ladder. A killer package, including juicy commission perks. 🎯 What We’re After: We’re on the hunt for peeps who: Live and breathe finance and love helping others win. Rock stellar communication skills. Thrive in fast-paced vibes and are always hungry to learn. Have ninja-level problem-solving skills. 🚀 Why Join Us: Jumping onboard means joining a crew that’s all about your success. With endless chances to level up in finance, we’ve got your back every step of the way. 📝 How to Apply: Keen to dive in? Shoot us your linkedin and a quick pitch on why you’re the bomb for the gig. Can’t wait to hear from you! [email protected] #FinancialGoals #JoinUs #CareerJourney #OpportunityAwaits #AssetManagement #MutualFund #investment #financialplanning #assetallocation #legacyplanning #qwp #waperd #awp #cfp #certifiedfinancialplanner #qualifiedfinancialplanner #associatewealthplanner #financialadvisor #WakilAgenPenjualEfekReksaDana
Unlocking the power of portfolio rebalancing! 💼🔓 Maximize your investment potential by fine-tuning your portfolio and seizing new opportunities. 📈💰 Let your financial journey be guided by strategic asset allocation. . . . . #portfolio #rebalancing #investment #opportunities #financialjourney #assetallocation #maximizepotential #strategicinvesting #wealthmanagement #financialfreedom
idk i kind of feel like she might be an entrepreneur. Re: the last slide-- Is finally making your money work FOR you on your list of to dos that just keeps getting pushed off? We're hosting a free investing class next week to help! Comment CLASS to get an invite! Come learn: 1. why you have to be investing (and how it's not as risky/scary/complicated as you think) 2. how to do it in a way that requires very little work 3. what investments are my favorite and best for EVERYONE Comment CLASS to get an invite!
📊📈Recently, our Chief Investment Officer Scott Thompson, CFA discussed Montag & Caldwell’s unique investment approach in an interview with The Wall Street Transcript. They discussed how our capital preservation-focused, Growth at a Reasonable Price (GARP) strategy aims to identify attractively valued, high-quality growth companies. The interview emphasizes Montag & Caldwell’s bottom-up stock selection process for risk mitigation, and the criteria for exiting positions, including deteriorating earnings growth or excessive valuation. The article concludes with insights into macroeconomic factors for 2024; emphasizing higher-quality, defensive growth stocks whose more assured earnings growth, paired with more reasonable valuations, can provide a better ballast amidst, in our view, a more challenging market environment in 2024." Adding a Value Component to Growth Investing: bit.ly/ValueComponenttoGrowthInvesting Info ≠ Advice CONTACT (404) 836-7100 | [email protected] 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: bit.ly/MontagSocialMediaDisclosure
Calling all small business owners. If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider: How much can my business afford to contribute? How do I keep administration easy and inexpensive? Do I want to maximize contributions for myself (and my spouse)? What plan accommodates high employee turnover? Learn more by visiting CoxGlobalWealth.com Call us with questions or if you need help determining the right plan for you, 281-395-8300. . #retirement #retirementplanning #IRA #RothIRA #educationsavings #educationplanning #financialgoals #retirementplans #investments #investmentstrategies #assetallocation #longterminvesting #moneymanagement #personalfinance #401k #401kplans #sepira #smallbusinessowners #katymoms #katydads #fortbendcounty #katynews #katytexas #katytx #fulsheartx #richmondtx #houstontx #trustedprofessionals
Mind the facts by Kedia Advisory. Money is not just a mere reason for transaction it's much more that. Follow The Kedia Advisory . . . . #kediaadvisor #kediaadvisoryapp #investingtips #longterminvesting #insurance #AssetAllocation #moneymanagement #investmentexpert #kalyanfinanceguru #kalyanwealthadvisor #expertadvicefromkalyan #kalyanfinancialinsights #kalyaninvestmentstrategies #kediaadvisory #investingtips
Have you put together an investment plan or dived into investing on your own? If so, then you’re probably familiar with asset allocation. It’s the mix of stocks, bonds, real estate and other investments. But have you given thought to asset location or how those assets are distributed among your registered and non-registered investment accounts? The location of your assets means a lot – particularly around tax time. Reach out to us if you have questions about your portfolio. #financialplan #insurance #wealth #assetallocation #portfolio #taxtime #shoresahead
Beyond their financial benefits, Individual Retirement Account (IRA)-approved gold and silver coins and bars offer investors peace of mind, knowing they are investing in products recognized for their purity, authenticity, and liquidity. These precious metals undergo rigorous testing and certification processes to ensure compliance with IRS regulations, safeguarding investors like you against potential scams or counterfeit products. With the flexibility to purchase and hold physical gold and silver within your retirement accounts, you can enhance their financial security and prepare for retirement with confidence. By leveraging the timeless value and stability of gold and silver, you can safeguard your future wealth through a low-risk, stable return long-term investment portfolio. Hit the #heart button if you liked this post and #Follow us for more #InvestmentTips ! Visit @ www.wallstreetmetals.com #investmentstrategiesremember #FinancialPlanning101 #wealthmanagementservices #AssetAllocation #portfoliodiversificati #RetirementPlanning101 #EconomicAnalysis #MarketTrend #Investment #earnmoneyfromhome #FinancialAdvice #earnmoneyfromhome #MarketResearchR #AssetManagereports
Imagine a collection of your favorite things, but instead of toys or clothes, it's all your investments! That's essentially your portfolio. Think of it as: A collection of your investment holdings: Stocks, bonds, ETFs, cash - it all goes in! A reflection of your investment goals: Your portfolio is tailored to your risk tolerance and financial aspirations (like retirement or a dream vacation). Why is a portfolio important? Diversification: Spreading your investments across different asset classes helps mitigate risk. Not all eggs in one basket! Tracking Progress: Your portfolio allows you to monitor your overall investment performance and adjust your strategy as needed. Building a strong portfolio involves: Defining your goals: What are you saving for and when? Understanding your risk tolerance: How comfortable are you with potential losses? Researching different investments: Choose assets that align with your goals and risk profile. Ready to build your investment zoo? Stay tuned for more tips on crafting a diversified and winning portfolio! #Portfolio #Investing #FinancialLiteracy #MoneyMoves #InvestmentGoals #Diversification #FinancialPlanning #AssetAllocation
🌟 Join Our Team: Client Relationship Manager - Financial Planning Specialist 🌟 👋 Ready to kickstart your finance career? We’re hunting for a dynamic individual to join us as a Client Relationship Manager - Financial Planning Specialist. 👥 Who We Are: We’re a tight-knit crew dedicated to smashing financial goals. With a knack for personalized service and top-notch advice, we’re all about changing lives for the better. 🔍 What You’ll Do: As a Client Relationship Manager, you’ll be the go-to guide for our clients’ financial journeys. From crunching numbers to crafting custom plans, you’ll be their hero in navigating money matters. 💼 What We Offer: Supportive vibes and serious team love. Sweet opportunities to climb the finance ladder. A killer package, including juicy commission perks. 🎯 What We’re After: We’re on the hunt for peeps who: Live and breathe finance and love helping others win. Rock stellar communication skills. Thrive in fast-paced vibes and are always hungry to learn. Have ninja-level problem-solving skills. 🚀 Why Join Us: Jumping onboard means joining a crew that’s all about your success. With endless chances to level up in finance, we’ve got your back every step of the way. 📝 How to Apply: Keen to dive in? Shoot us your linkedin and a quick pitch on why you’re the bomb for the gig. Can’t wait to hear from you! [email protected] #FinancialGoals #JoinUs #CareerJourney #OpportunityAwaits #AssetManagement #MutualFund #investment #financialplanning #assetallocation #legacyplanning #qwp #waperd #awp #cfp #certifiedfinancialplanner #qualifiedfinancialplanner #associatewealthplanner #financialadvisor #WakilAgenPenjualEfekReksaDana
Finding the perfect balance sheet: where assets meet liabilities and equity tells the story. 📊 #FinancialInsights #BalanceSheet101 #BalanceSheetBasics #FinancialAnalysis #AssetAllocation #LiabilityManagement #EquityUnderstanding #FinancialReporting #AccountingInsights #BalanceSheetBreakdown #FinancialLiteracy #CorporateFinance
Prepare yourself for tomorrow by taking action today!💪🎯 With Page Asset Management, your financial future is safeguarded. Head over to our website, at https://bit.ly/PageMMF (link in bio) and explore the array of investment plans awaiting you. 😉🌐 Secure your tomorrow now! Follow @pageassetmgt on Instagram to get started on investment and asset management. . . . . . #pageassetmanagement #pageasset #wealthbuilding #riskmanagement #secureyourfuture #portfoliomanagement #investingtips #assetallocation #smartinvesting #wealthmanagement #financialfreedom #investmentgoals #growyourmoney #financialplanning #investmentstrategy #passiveincome #moneymanagement #investmentinsights #diversifyyourportfolio #longterminvesting #rishconngteam
𝗥𝗼𝗵𝘀𝘁𝗼𝗳𝗳𝗲 𝗼𝗱𝗲𝗿 𝗔𝗻𝗹𝗲𝗶𝗵𝗲𝗻? Was glaubt Ihr? Was ist besser? Ein klassisches 60:40 Portfolio mit 60% Aktien (S&P 500) und 40% Anleihen (30 jährige US Treasuries) oder ein 60:40 Portfolio mit 60% Aktien (S&P 500) und 40% Rohstoffen? ✅Das Ergebnis in der Grafik. Die Rohstoff Variante ist seit 1945 besser gelaufen bei geringerer Vola. Definitiv ein besserer Inflationhedge. ——- www.joerg-mayr.com (Investment Masterclass: Finanzbildung und Expertenwissen immer aktuell) www.alpha-strategies.at (Asset Manager B2B Vertrieb Österreich) www.alpha-strategies.de (Asset Manager B2B Vertrieb Deutschland) #investieren #investmentmasterclass #joergmayr #vermögen #assetallocation Wenn Ihnen der Post bzw. das Video gefallen hat, freue ich mich über: 👍 Like 🔤 Kommentieren ➡ Share 🤝 Vernetzen 🔔 Keinen Post mehr verpassen: Einfach die Glocke anklicken Geteilte Nachrichten dienen der allg. Information sowie als Werbung. Sie sind weder als Analyse noch als Angebot zu verstehen. Jede Kapitalanlage ist mit einem oder mehreren Risiken verbunden. Werte und Renditen von Finanzinstrumenten sowie sonstiger Anlageformen können steigen oder fallen. Quelle Grafik: https://x.com/dailychartbook/status/1792571733775384820?s=46&t=iEl9o5TvS5gtghTAB8EnMw
𝗥𝗼𝗵𝘀𝘁𝗼𝗳𝗳𝗲 𝗼𝗱𝗲𝗿 𝗔𝗻𝗹𝗲𝗶𝗵𝗲𝗻? Was glaubt Ihr? Was ist besser? Ein klassisches 60:40 Portfolio mit 60% Aktien (S&P 500) und 40% Anleihen (30 jährige US Treasuries) oder ein 60:40 Portfolio mit 60% Aktien (S&P 500) und 40% Rohstoffen? ✅Das Ergebnis in der Grafik. Die Rohstoff Variante ist seit 1945 besser gelaufen bei geringerer Vola. Definitiv ein besserer Inflationhedge. ——- www.joerg-mayr.com (Investment Masterclass: Finanzbildung und Expertenwissen immer aktuell) www.alpha-strategies.at (Asset Manager B2B Vertrieb Österreich) www.alpha-strategies.de (Asset Manager B2B Vertrieb Deutschland) #investieren #investmentmasterclass #joergmayr #vermögen #assetallocation Wenn Ihnen der Post bzw. das Video gefallen hat, freue ich mich über: 👍 Like 🔤 Kommentieren ➡ Share 🤝 Vernetzen 🔔 Keinen Post mehr verpassen: Einfach die Glocke anklicken Geteilte Nachrichten dienen der allg. Information sowie als Werbung. Sie sind weder als Analyse noch als Angebot zu verstehen. Jede Kapitalanlage ist mit einem oder mehreren Risiken verbunden. Werte und Renditen von Finanzinstrumenten sowie sonstiger Anlageformen können steigen oder fallen. Quelle Grafik: https://x.com/dailychartbook/status/1792571733775384820?s=46&t=iEl9o5TvS5gtghTAB8EnMw
Wissenswertes über Anlagenberatung: - Banken und Versicherungen schlagen dir gerne die eigene Produkte vor - Anlageberater vertreten oft ihre eigenen Interessen, nicht immer die des Kunden - 3 von 23 (13%) Banken gemäss Stiftung Warentest, beraten gut. - 95% der Anlageprodukte sind nicht Bedarfsgerecht - Viele Anlageberatungen sind provisionsbasiert oder Zielerreichung abhängig, was zu Interessenkonflikten führen kann - Eine unabhängige Zweitmeinung kann wertvoll sein - wer regelmässig investiert, hat die bessere Chancen - Lege nicht alle Eier in einen Korb (wieder eine Bauernregel) - Je länger der Anlagehorizont, desto kleiner die Schwankungen im Depot und Erfolgsversprechender Lust auf mehr? Am 23.05. & 30.05. gibt es mehr Tipps für dich über das Investieren die du sofort umsetzen kannst. Diese werden dir mehr Spass und Erfolg bescheren. Denn Erfolg ist nicht ein Zufall, sondern die Summe kleiner Teilschritte. Schau rein und lass dich überraschen. Melde dich gleich mit diesem Link an: https://calendly.com/info-45850/von_0_zum_schlauen_investor?month=2024-05 Weitere Infos und Quellen auf meinen Blog. #Vermögensaufbau #Geldcoaching #financialplanning #nachhaltigkeit #AssetAllocation #Inflation #Sicherheit #Finanzen #Vorsorge #Geldanlage #Aktien #Vermögensaufbau #Selbstbestimmung #Finanzplanung #Liquidität #Finanzberatung
Unlock the power of asset allocation with these six benefits. By diversifying across asset classes, it reduces investment risk and optimizes returns. Tailored strategies keep you focused on your financial goals, making market timing irrelevant. Diversification also addresses liquidity risk, while optimizing tax efficiency aids in effective tax planning within your portfolio. Mastering asset allocation not only enhances portfolio performance but also strengthens your financial resilience for the long term. . . #PrathamServices #assetallocation #longterminvesting #assetallocation #diversification #riskmanagement #financialgoals #personalfinance #investmentstrategy #financialeducation #consulting #offlineinsurance #health #insuranceagent #carinsurance #insurancebroker #businessinsurance #investment #financialplanning
Raise your cup and celebrate International Tea Day with us at JRG Financial Services! Just like a perfectly brewed cup of tea, let’s steep in financial wisdom and prosperity together. Cheers to a blend of success and serenity! . . . #chai #tea #teaday #happyinvesting #JRG #JRGfinancial #mutualfunds #financialwisdom #money #finance #inflation #personalfinance #assetallocation #moneymanagement #financialplanning #sip #mutualfunds #wealthbuilding #wealthmanager #India