Each Monday, a roundup post is published with three or four segments: (1) a list of posts published the week before, just in case you were unable to read them last week (2) a short note on a physics fact. (3) short notes or links to financial stuff I read last week. I read very little,…

Starting this week, I would like to post a roundup, each Monday with three or four segments: (1) a list of posts published the week before, just in case you were too busy last week. (2) a short note on a physics fact. Some readers suggested I do it, so let me give it a…

A roundup post after a long break! Dev Ashish who runs stableinvestor.com has launched Ultra Long Term Stocks a stock-report subscription service. It would send out reports on stocks suitable for the buy-and-hold investor. Despite his youth, Dev is a level headed and experienced investor and runs a respectable blog. I think the service is quite…

First an update on the mutual fund and financial goal tracker. Thanks to more feedback I have made some major improvements. Ability to combine lump sum and SIP transactions in the same account statement Option to change SIP end date. I forgot to add this earlier! Improvements in the fund summary sheet and goal tracker…

‘The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing’, a book by renowned stock market guru, Basant Maheswari who runs a paid stock advisory portal – theequitydesk.com will be released. Here is a preview of the preface: Dare to Dream with Stocks Thinknum is an interesting portal for investment research and financial…

As one of the first personal finance bloggers to promote ‘direct’ mutual funds and one of the first trail commission-free ‘direct’ investors (I made a transaction on 1st Jan. 2013 early in the morning) I cannot help feel a touch responsible while reading this: Is mutual fund distribution business headed for extinction? Related Freefincal resources: This…

This week I am holed up in the hospital taking care of my mother who broke her leg last Wednesday. The advantage of not having an i-pad or smart phone is that I get to sit in front of the computer only once a day for about 30 minutes or so. It gives me time to…

Its been a while since I wrote a roundup post. Haven’t been able to find the time to squeeze it in. This week I have some news to share. So here goes: 1. Series on financial planning I am writing a series on financial planning at Market Express a finance portal. The first part: Financial Planning:…

A good article on debt mutual funds Accrual v/s Duration Strategy – Where to Invest ?? A controversial article on financial planners fee in Basunivesh. Led to an interesting debate in my FB page Financial Planners Fees-Paying for planners service or lifestyle? Do you know what a laddered annuity means? It is is an important idea…

1. Found a couple of intriguing Google doc files here: Mutual Fund analysis in Excel sheet using past NAV history 2.  If you are interested in LICs new underwriting rules you could get them here: Insure Guru: Blog for LIC agents and development officers (3rd and 4th posts from the top) Also check out the blog owner’s…

1. Hemant Beniwal’s new article: What Should Be Your Ideal Revenue Per Client? + Download Revenue Calculator This is written for financial planners. However it is equally interesting for individuals. Would you pay Rs. 30,000 f0r a financial plan plus annual review fee? If you won’t, the only option is to do it yourself. Financial planners will…

1.  Here is an excellent read for financial advisors. I strongly recommend individual investors to read it too. Why 97% of Your Clients Don’t Have Financial Goals and What to Do About It Have you checked out my  four-part series on goal-based investing? 2. The revised edition of Subra’s book, “Retire-Rich: Invest Rs. 40 a…

Personal Finance A fantastic guide to mutual fund investing: http://www.investing-in-mutual-funds.com/ Informative read: A Better Way To Analyze Portfolio Manager Performance Worried about the state of the market? Read: Risk is Not The Same as Volatility Parenting Would you like your child to watch something way better Chhota Bheem? Try this: http://www.youtube.com/watch?v=SAo09ncyuUA This weeks calculator: Did…