Please take a few moments to review our fee-only financial and investment planning services. Please visit the main page or click on the ‘Advisory Services’… Read More »Fee-only Financial and Investment Planning
This short post describes an equitable approach to planning your taxes. As a conscious citizen, it is helpful that you pay your fair share of… Read More »Personal Finance Rule 9 – Pay your fair share of taxes, and nothing more
Real Estate Investment Trust (REIT) is a very interesting financial product. A lot of savvy investors in the developed countries use REIT to provide better… Read More »Embassy Office Parks – Should you invest in India’s first REIT?
Best Mutual Funds? ‘Best Mutual Fund’ is one of the most common question/search term in personal finance. There are tons of sites that offer a… Read More »Best Mutual Funds – Selection using DIY Criteria
Buying a home is one of the biggest decisions that an individual makes. In the present context, it is usually an emotional decision to buy… Read More »Personal Finance Rule 7 – Buy a house only when financially ready
Personal Finance can be a complicated topic. In this post, we see how professional, unbiased advice helps individuals get an optimized and comprehensive view of… Read More »Personal Finance Rule 6 – ‘Free Advice’ may be More Expensive
This short post warns against excessive focus on investing to simply save taxes. This results in sub-optimal results. This is a companion post to the… Read More »Personal Finance Rule 5 – Tax Savings is not mandatory
One of the most complex aspects of personal finance is to choose among the myriad of investment options available. It is easy to mistake a… Read More »Personal Finance Rule 4 – Boring is Better