How to Plan For a Financial Goal? (Using Excel)

I have not addressed the issue of how to actually make a plan for a particular goal. How much to invest each year, and how should the portfolio grow every year? I will address these in this article, I will provide a step by step process to make a very simple goal-based investment calculator using excel......

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Portfolio Rebalancing

Portfolio rebalancing is a risk managing/mitigating strategy. As time passes actual asset allocation deviates from the desired asset allocation. This happens due to different assets growing at different rates. At a fixed period or when the deviation crosses a certain level, rebalancing is done......

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Emergency Fund – What it is, and Where to Invest?

In the Facebook group 'Asan Ideas for Wealth' question about the emergency fund is usually asked every month. Most popular question being, where to invest the emergency fund? Most of the time I reply with the same answer, keep your emergency funds in saving account, at max you can have a sweep facility.......

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