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with
Leelaa R.S Rao, MBA, FCSI, CFA |
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| How to find those hidden fees and costs invested in mutual funds in your retirement portfolio? |
Can u believe that $I00000 = $94250 even before it is invested. Yes! Not for a math class but this happens almost all the time in your investment portfolio when it is invested in some mutual funds by tied advisors with vested interests. Watch carefully to see how you can avoid this! |
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| Is the amount you invest in tax-deferred plans sufficient for your retirement? |
Tax deferred retirement plans such as the 401K or IRA are great vehicles for investing for your retirement. You must absolutely make use of all the advantage that you can avail by efficiently investing in this way. But the question is will the amount from such a portfolio sail you happily and in abundance during your retirement years. |
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| MUST-Know and MUST-Do facts about retirement planning. |
MUST-Know and MUST-Do facts about retirement planning. Plans or IRAs or if you are self employed or a small business owner through profit sharing plans or PSPs. Well these are excellent vehicles to save on a tax deferred basis. Savings made through such qualified retirement plans are meant to help you sail through your retirement years in peace and plentitude. Well this easier said than done because your retirement fund or nest egg faces many hurdles and tough times during your effective employment years.
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| Choosing the right investment manager |
How to choose the right investment professional to manage your hard-earned money?.
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| Risk management- Asset Allocation is the measured way to diversification |
Do you know you could lose a big chunk of your principal by not having the right portfolio to suit your risk profile? Asset Allocation is the disciplined way to diversification to reduce risk in your overall assets.
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| How to assess your investment risk ? |
Quite often when talking to investors and clients about risk, I see there is a huge discrepancy between their willingness to take risk and their ability to stomach the risk in order to meet their return requirements. We'll see in this session what affects your risk tolerance and how a professional portfolio manager would go about setting risk objectives for clients. |
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| Investment Policy Statements |
As an investor or a client you need to make sure that your investment goals are met well in time and in the right manner and an Investment Policy Statement will help you get there. |
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| How to avoid some common investment mistakes |
Some of common errors we commit in investing and and strategies to avoid them in order to build a healthy portfolio. |
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| Emerging Markets Investing |
Emerging markets - are they right for you and how much and how to add them in your portfolio. When the US and the other developed markets are going south, some emerging markets are growing at a faster pace. How can you cash on their success without sacrificing the safety of your hard earned assets. |
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| Safe International Investing |
Let's look at the best ways to diversify globally without worrying about transferring funds internationally or be anxious about international tax laws. |
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| Strategies for under-performing annuities |
Can you dump those under-performing annuities or cash out for your urgent needs? Let's see some ways to do this and also what is you your recourse when you feel you are duped. |
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| Hidden costs in Annuity investing |
Well there are more myths surrounding this investment class than any other form. Most of you with some money to put aside have at some point in time thought of investing in annuities or the other scenario is,.... you have been approached by a sales person or financial advisor trying to sell you this. But for sure, this is an investment that is very easy to get into but all said and done very difficult to get out off without paying one form of a penalty or the other. |
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| All you need to know about Estate Planning |
Comprehensive financial planning is not complete for the high net worth or private clients without intelligent estate planning. The important dos and don'ts about estate planning will help you in having an efficient plan in place.
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| How to mitigate or minimize the Estate Taxes |
Carefully planning the transfer of wealth to your spouse or children is a very essential part of estate planning. This will minimize or totally avoid estate taxes so that your near and dear ones are left with a lot more.
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| Choosing the right mortgage for you |
When choosing a mortgage tread with caution. There are some so-called flashy options that claim to facilitate home-buying but may lead into severe financial, emotional and credit problems for the novice real estate investor. Let us see what these are in this section of today's episode. |
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| Investing in foreclosures |
Yet another baffling field of seemingly profitable investing opportunity has entered the field now. It is the foreclosure investing. I am cautiously mentioning this as a seemingly profitable opportunity and we will explore here together some facts on foreclosure investing to show you how to go about this with some insight. |
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