Insured Retirement Institute (IRI)’s Post

As 2024 unfolds, many investors are eyeing fixed income investments with renewed interest, potentially marking this year as a pivotal one for this asset class. Investing in fixed income mutual funds offers distinct advantages over traditional fixed deposits, providing opportunities for higher returns and diversification. However, it's crucial to navigate this space carefully and be mindful of risks involved. For deeper insights watch this episode at ET Markets Live Stream where our expert Arun Kumar VP & Head of Research at FundsIndia discuss this topic with Neha Vashishth. #mutualfunds #personalfinance #investments #fixedincome

In this episode of Talking Markets, Jonathan Willcocks, Global Head of Distribution is joined by Ian Rees, Deputy Head, Multi-Manager Funds, to discuss the current macroeconomic climate, what this means for investors and Ian’s views on different asset classes. https://bit.ly/3FEb2FC For Investment Professionals only. Capital at Risk. #multiasset #assetclasses #talkingmarkets

📊 SPIVA Report: Active vs. Passive Investment Returns Most active funds underperform their passive counterparts over the long term. This data reinforces a critical lesson in investing: ✅ Lifetime returns come from having a solid financial plan, staying the course, and avoiding costly mistakes. By focusing on these key principles, investors can navigate market fluctuations and work towards achieving their financial goals. Remember, a well-structured financial plan and disciplined approach are essential for long-term success. #Investing #FinancialPlanning #StayTheCourse #SPIVA #PassiveInvesting #OceanFrontWealth #VancouverAdvisor

Investment Markets in 2024: Looking Back to Look Forward If you missed the final instalment of our webinar series for 2023, you can now watch on our website and YouTube channel. Founding Financial Adviser, Deborah Packer Dip CII, MCSI was joined by James Hambro & Partners Portfolio Manager & Joint Head of Professional Adviser Services Billy Hughes to discuss: 1. Market update; have we passed the interest rate peak? 2. Cash versus equities and bonds; is cash really king? 3. What does 2024 have in store, and what is the outlook for longer-term returns? 4. Client questions Watch now at: https://lnkd.in/e78x9Mft If you have any questions regarding your own investments or financial planning requirements, please do not hesitate to get in touch. #investing #ifa #financialplanning #wealthmanagment

The best time to prepare for a bear market is during a bull market. Our popular educational guide, Keep Calm and Remain Diversified, is designed to help advisors have meaningful conversations with clients about long-term investing, diversification and market volatility. Get your updated copy now and share. #financialadvisor #financialadvisors #financialgoals

In this episode of Talking Markets, Jonathan Willcocks, Global Head of Distribution is joined by Ian Rees, Deputy Head, Multi-Manager Funds, to discuss the current macroeconomic climate, what this means for investors and Ian’s views on different asset classes. For Investment Professionals only. Capital at Risk. #multiasset #assetclasses #talkingmarkets 

In this episode of Talking Markets, Jonathan Willcocks, Global Head of Distribution is joined by Ian Rees, Deputy Head, Multi-Manager Funds, to discuss the current macroeconomic climate, what this means for investors and Ian’s views on different asset classes. For Investment Professionals only. Capital at Risk. #multiasset #assetclasses #talkingmarkets 

Elevate your financial well-being with disciplined investments – where mindful choices sculpt a path to wealth and prosperity.🌱💰 #FinancialYoga #InvestWisely #WealthJourney #SIP Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Explore some insights shared by our Managing Director Mr Hemant Sood - Findoc, on how #SIPs enable investors to achieve long-term financial goals through disciplined, market-timing-free strategies, focusing on rupee cost averaging and the power of compounding, as featured in LiveMint - Read full News : https://shorturl.at/apBFS #investment #sharemarket

#bbtclass 𝟓 𝐆𝐮𝐢𝐝𝐞𝐬 𝐟𝐨𝐫 𝐎𝐧𝐥𝐢𝐧𝐞 𝐒𝐭𝐨𝐜𝐤 𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐢𝐧 𝟐𝟎𝟐𝟑 Here are some stock trading tips to assist your successful financial journey. 1. 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐈𝐧𝐯𝐞𝐬𝐭/𝐓𝐫𝐚𝐝𝐞 𝐚𝐧𝐝 𝐒𝐞𝐭 𝐘𝐨𝐮𝐫 𝐆𝐨𝐚𝐥𝐬: Making money is the ultimate goal, of course, but success is ensured when it is combined with an investment goal. Without objectives, one is lost. Setting goals is therefore one of the most crucial stock trading advices. You can categorize a financial goal as short, medium, or long term based on how long you have to reach it. You should strive to achieve short-term goals within a year, medium-term or intermediate goals within five years, and long-term goals beyond five years. 2. 𝐃𝐞𝐭𝐞𝐫𝐦𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐑𝐢𝐬𝐤 𝐀𝐩𝐩𝐞𝐭𝐢𝐭𝐞 𝐚𝐧𝐝 𝐔𝐬𝐞 𝐒𝐭𝐨𝐩 𝐋𝐨𝐬𝐬: It's critical that you evaluate your risk tolerance before trading. After completing that, make sure to trade using a stop-loss. How to protect open positions in stocks, futures, and other instruments is a question that many traders and investors have. Fortunately, a stop-loss strategy may be applied to lessen the downside in both bull and negative markets. An order to buy or sell that will be carried out whenever a stock reaches a predetermined price is known as a stop-loss order. It's employed to limit potential losses on a trading position. Thus, one of the most crucial Online Stock Trading Tips is to set a stop-loss. 3. 𝐀𝐯𝐨𝐢𝐝 𝐄𝐱𝐜𝐞𝐬𝐬𝐢𝐯𝐞 𝐓𝐫𝐚𝐝𝐢𝐧𝐠: Avoiding impulsive trading is another important stock trading advice. The FOMO (fear of missing out) and FOLO (fear of losing out) traps are common among traders. For this reason, before you make any transactions, you must have a plan in place. If you trade well-thought-out ideas rather than impulsive trades to pass the time when you're bored, your chances of generating money will increase dramatically. 4. 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐲: The act of trading or investing across a range of asset classes is known as diversification. Keeping yourself from being exposed to a single type of risk is the aim of diversification. Traders and investors use this strategy to increase profits. Increasing risk-adjusted returns—that is, the amount of risk required to earn a profit—is the primary objective of diversification. Ensuring that your assets are not interconnected is the key to a good diversification strategy. This means diversification within asset classes as well as between asset types. Email: [email protected] Call Us: 905-133-3650 Visit Us: https://lnkd.in/g4fe5Q5Y #stocktrading #bbtpremiumonline #sharetrading#sharetradingknowledge #sharemarket #stockmarket #niftyoptions #sharetradingeducation #sharetradingeducationalinstitution #sharetradingclass #candlestickpattern #chartpatterns #support #resistance #trendline