How to review your investment portfolio?

In this article, we discuss simple tips to review your investment portfolio. Every portfolio requires a personalized benchmark for comparison. Our long-term goals, particularly the money required for these goals, form natural benchmarks for a portfolio review. First, the basics should be in place before we start investing or immediately after: Emergency fund Life Insurance…

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We need to accept that the “best investment plan” does not exist!

So many investors search for the best investment strategy and products offering the highest returns (and lowest risk and tax!). When we tell them these do not exist, they get irritated and move to someone who hopefully can offer them these. Investors want constant confirmation that they have chosen the right products and are on…

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2000-Year-Old Financial Advice that Still Rocks Today!

Recently, I attended a gathering where the discussion turned to personal finance. Someone inquired about the best place to begin. Predictably, responses such as “security analysis” and “intelligent investor” punctuated the conversation. Many also pointed to blogs that repeat phrases Buffett and Munger popularised, with “investor” as a common theme in their titles, paired with…

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