by Naveen Julian Rego | Oct 24, 2024 | Personal Finance
Greetings from us!! Managing one’s personal finances is exciting or boring depending on one’s financial expertise, availability of quality time and the dedication to follow the wealth strategies. There are broadly three ways one can manage their personal...
by Naveen Julian Rego | Sep 13, 2024 | Personal Finance
Large medical expenses, disability and death can sometimes seriously affect a family’s personal finances. While we cannot predict, we can definitely plan to mitigate the financial issues concerning such events. Below are our key thoughts which could be...
by Naveen Julian Rego | Sep 2, 2024 | Personal Finance
“Risk is what’s left over after you think you’ve thought of everything. We are really good at managing risk by looking backward and preparing ourselves to handle a situation we’ve already seen… only better this time. But we’re not very good at preparing for...
by Naveen Julian Rego | Aug 31, 2024 | Personal Finance
The following are our observations and thoughts on the above. Do note we have only incorporated the simpler parts which affect most of us leaving aside the complexities. Parity has been brought about in capital gains taxes for various assets like Shares, Mutual...
by Naveen Julian Rego | Aug 30, 2023 | Personal Finance
We feel that greed is gradually coming back. This is because many have experienced extremely wonderful short term returns especially in small/mid-cap stocks and also in mutual funds focused on these segments. Equity markets are definitely not cheap and investors...
