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in Affluent Investor

How to invest like a pro

The critical reason that professional investors make more money than most other investors is that they engage with the financial markets (of all sorts) full-time. This does not imply they are more intelligent than other non-professional investors but does imply that they invest with clear-cut agendas. They design specific strategies to meet these agendas and ...

How to invest if you are a newbie

As an adviser, we get to interact with clients at various stages of investor maturities. While some clients are beginning to build a portfolio, others already have one. In the process of giving clients investment advice, the first part of our job is to unwind their complex portfolios before we build them one which is ...

The Three Bucket Strategy

Modern times need a new approach to specific areas within old relationship structures. One such area that is being challenged by modern times is finances in a relationship. The Traditional Relationship In the old world, marriage had clearly defined roles. The traditional “husband” of the marriage worked outside the house and generated money. This out-of-house work was complemented by in-the-house ...