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Search results “Investment goals and objectives”
How to formulate your investment goals - Brief
 
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You can’t reach a destination you don’t have a map for. Similarly, you can’t be a successful investor unless you know what it is that you’re investing for. But is it possible at all to anticipate your financial needs 15-20 years down the line and plan for them today?
Views: 3254 Value Research
Investment Objectives
 
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What are your investment objectives? Perhaps you never thought about it, or even thought about investing in any funds. Watch this 5-minute video to learn more about the 4 types of investment objectives and the decide which one is best-suited for you!
Goals-Based Investment Video
 
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Horizon Investment's approach is rooted in our conviction that goals-based investing is a great way to align your client's wealth with their goals. Horizon's goals-based strategies are designed to provide an all-important direct link between investment strategies and clients’ key objectives. This link enables clients to address the three distinct stages throughout their investment journey. GAIN | PROTECT | SPEND To learn more about our goals-based strategies or to keep the conversation going, please, contact us to schedule a discussion by clicking here https://calendly.com/horizon/goals-based-investing. 866-371-2399 [email protected] www.horizoninvestments.com
Views: 1289 Horizon Investments
Client Goals & Objectives: Achieve Long-Term Investment Goals
 
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Jack Reynolds, Private Investment Counselor, advises private clients and institutions how to create a cohesive strategy among all of your advisers so you can accomplish your investment goals.
Views: 135 Jack Reynolds
Why Invest - Top 3 Objective to be met through INVESTMENTS
 
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We at Felicity mean to our customers what we literally mean in the dictionary “An Intense Moment of Happiness” Felicity provides clients with complete, competent and creative REAL ASSET's. Our philosophy embodies the vital elements of successful REAL ASSET concepts, combined with pragmatic maturity and strengthened by financial practicality. Felicity ethos embraces the desires and goals of our client's, taking a development concept and producing a controlled end product under expert project management. Real Estate can be a minefield of mis-sold products and poor advice. As market leaders in quality and service, Felicity Team believes that attentive customer support based on cutting edge technology, top of the line infrastructure, sound financials and robust project management will deliver a first class program of REAL ASSET investments. We take expert overview of analyzing the benefits in both the short and long term and how the client may best profit in every aspect. Felicity team takes pride in our ability to provide maximum returns to our clients at every level, with transparent and consistent flow on information in a confident and controlled service environment from concept to conclusion.
Views: 223 Felicity Group
Goals Based Investment Management: Keeping it Objective
 
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In any situation where the stakes are high, the outcome is critical, and the well-being of others is on the line, it is essential for those in charge to remain objective, focus on the goal, and trust their skill, training and expertise to be the guide. This applies whether it is a fighter pilot on a mission, an Olympian pursuing the gold or a financial professional managing their clients’ wealth.
Book Income vs. Total Return: Establishing Investment Objectives
 
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Many insurance companies struggle to define their primary investment objectives. This video highlights the differences and similarities between book yield and total return and offers key items to consider in determining investment goals.
Investment objective and constraints (BBA, MBA) Lecture by Ms. Varsha Sharma.
 
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This is a part of lecture presented by Varsha Sharma, Asst. professor of Biyani Girls College. The video is about Investment. Investment means sacrifice something now for the prospect of gaining something later. When we discuss the investment two major points comes in the mind of investor (1) Are all investment speculative (2) Are investment and gambling the same. These video is also helpful to know the four basic objective of investment and there constraints. Investment objectives are (A) near term high priority goal (B) long term priority goal(C) low priority goal (D) wealth maximization goal. Liquidity, age, need of regular income, risk tolerance is the basic constraints of investment.
Views: 4722 Guru Kpo
What is goals - based investing?
 
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The investment industry continues to be challenged on how it defines performance, how it delivers value and how it measures success. Now, one way to enhance the industry's value proposition to clients is for the industry to evolve to a point where it begins to frame performance in terms of the investor's objectives. Joining Finweek to discuss goals-based investing is Nerina Visser, director at ETF-SA, and Anne Cabot-Alletzhauser, head of Alexander Forbes Research Institute.
Views: 458 CNBCAfrica
What is Investment Objective?
 
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Steve Lim, Chief Learning Officer of Affin Hwang Asset Management answers a question about investment. Follow the entire series of Investment Tips brought to you by Great Vision & Affin Hwang Asset Management Music from www.bensound.com For more updates, SUBSCRIBE to us at www.bit.ly/GreatVisionAcademy Like our FB Page at https://www.facebook.com/FunInvestmentMalaysia/
Investment Goals - Setting the Right Goal
 
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To View the Next Video in this Series Please Click Here: http://www.monkeysee.com/play/19700-investment-goals-attacking-the-big-goal
Views: 595 MonkeySee
Women | Bhuvana Investment Goals
 
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Puthuyugam TV Presents show snippets for women. we cover various women blogs, achievers, financial tips, home making, how to do you self more details click http://puthuyugam.tv/women
Views: 21437 PuthuYugamTV
Types of Investors - Quick Intro
 
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Free Portfolio Tool: https://www.ways2wealth.com/ Types of Investors – Explained! Not all investors share the same financial objectives. In this short video we’ll take a quick look at different types of investors and some of their unique features; Individual investor Individual investors invest and save for several reasons from buying house, car to paying for college, university. They’re also known as retail investors, and they’re non-professionals. They trade, meaning that they buy and sell securities, through a broker. Their investment or savings amount is relatively lower than institutional investors like endowment funds and pension funds. You must have heard about retirement funds and pension plans many times, that’s because many countries offer special retirement accounts targeting individual investors, which defer any taxes on investment income and gains until the investor withdraws the fund. Institutional investors Institutions have large investment portfolios, with different investment goals. The purpose of investing in an endowment fund is that it provides financial support on an ongoing basis for a particular reason. For example, colleges and universities in the United States usually have an endowment fund to fund several departments, programs co-curricular activities etc. A foundation is a fund established for a charitable purpose. The exact nature of the purpose can vary, the charity could be for researching a specific disease such as cancer or for other activities such as providing food for an orphanage. The investment objective of the foundation is usually to provide continuous funding for an activity, and not allowing the real or inflation-adjusted value of the portfolio assets cannot decrease. Both foundations and endowment funds have a long investment horizon, they are also relatively risk tolerant and do not have other needs, other than planned spending, which would require liquidity. Now bank is also a type of investor and its objective is simply to earn more on the loans and investments it has made, than the amount it has to give on deposits to its customers. One of the key feature of banks is that they need high liquidity, therefore, they always have to ensure that sufficient cash is available when a customer wants to withdraw. The main objective of an insurance company is to have enough funds available when a customer files a valid claim. Life insurance companies usually have a long investment horizon while property and casualty insurance companies have a shorter investment horizon, for obvious reasons. Investment companies manage pools of investments, and their investment objectives vary considerably. They tap into a range of financial products and securities. For example if the pooled investment is a mutual fund the fund will have its own style of investing, for instance it could be looking for index investing, growth investing or bond investing, therefore, depending on these investment styles it could limit its investments to certain products such as large caps stocks, small-cap stocks, or buying stocks from the energy sector, or the fund could target a specific region such as North America or the emerging markets or Europe. Then there are sovereign wealth funds, these funds are owned by governments, for example the Abu Dhabi investment Authority is a sovereign wealth fund owned and funded by the government of Abu Dhabi, and holds assets worth over $627 billion. Now, ignoring a few exceptions, one thing common among all these types of investors is that they all have a portfolio. Why do financial advisers keep talking about this portfolio? What is this portfolio perspective? It simply means that you evaluate the risk and return of every element that you have put your money into. When you combine all these elements or financial securities this forms your portfolio. If you don’t make a portfolio you would be evaluating the risk and return of individual investments in isolation. Say, you buy a stock, just one stock, because you think it’s the best stock out there, this is not the portfolio style of investing. And it’s a very risky approach compared to holding a diversified portfolio. Modern portfolio theory says that the extra risk you take on by holding a single security (stock, bond whatever) is not rewarded with higher expected return. On the flipside, when you make a portfolio, which is diversified, meaning its spread out into different securities, you reduce the risk without reducing the expected return, provided you diversify according to a strategy. Creating a diversified portfolio is not that difficult, even if you have no knowledge and no market experience you can use the free tool, Ways2Wealth. The process is very simple, you just answer a few questions to create your risk profile, and it does the rest for you. Log on to Ways2Wealth.com and make your portfolio right now.
Beginner Shares Series: Setting Investment Goals & Creating A Plan | Rask Finance | [HD]
 
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In part 2 of the beginner share investment series, Owen explains why it's important to: - Set some goals and have a plan - Why understanding how much time you have to invest is vital - What 'paper trading' means and why it can help - Why finding a friend or loved one to learn makes investing more fun - How to track your goals with an investing journal PDF DOWNLOAD Setting Financial Goals & Creating A Plan: https://www.raskfinance.com/wp-content/uploads/2018/10/DIY-Financial-Goals.pdf *** Looking for more finance and investment education? Visit us: www.raskfinance.com where you'll find FREE videos, investment insights, courses, quizzes, tests and more. It's all FREE. *** GENERAL ADVICE DISCLAIMER This video contains general information only. That means the information does not take into account your objectives, financial situation or needs. Therefore, you should consider if the information is appropriate to you and your needs, before acting on it. It's always a good idea to read the product disclosure statement (PDS) of the financial product before making a decision to buy or acquire it. One last thing: past performance is not a reliable indicator of future performance. The Rask Group Pty Ltd (ACN: 622 810 995) ("we", "our" or "us") is a Corporate Authorised Representative (No. 1264179) of Strawman Pty Ltd (AFSL: 501 223). Please refer to our financial services guide (FSG), available on our website, for more details.
Views: 279 Rask Australia
How to Choose Mutual Funds for your Investment Objectives - Franklin Templeton India
 
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Are you planning for your investment objectives but feel daunted looking at all the various mutual funds on offer? Don't worry, watch the video to find out how to choose mutual funds in India that match your varied objectives of investment and financial goals. Let’s us assume you are a new parent. To begin with, your needs would be to simply get toys and clothes for your kid. But gradually with time you will have to pay for their education, hobby classes, outings and much more. Going further, you have to plan for their higher education and wedding. These are all goals and expenses that you have to keep in mind. Life has many such expenses in store for you. Managing these can be a lot simpler if an investor understand that there are varied products to serve each financial objective. And it is crucial to choose the right investment option to fulfill these goals. . Before you begin investing, be sure to determine your own investment objectives. Each financial goal comes with a time horizon. Prioritizing and categorizing based on this time horizon will help you deal with the issue – how to choose a mutual fund. Here are a few examples to illustrate this better: 1. It is your lucky day and you have just won a lottery worth 5 crores. Instead of leaving this sudden surplus of wealth in a savings account, investing in a liquid fund or a short term fund will be better than keeping the money idle till you decide where to invest it. 2. After your retirement, your company is not giving you a pension. You have a savings of 75 lakhs and what you need now is a regular source of income to fund your retired life. In this case you can consider bucketing your investments into short, long and medium to fund various needs. There could be many such scenarios. Don’t get tensed about these responsibilities, just plan for all of them. Start by separating your goals so that you can be on track. Read more about this here: https://www.franklintempletonindia.com/templatedata/gw-content/article/data/content-international/en-in-retail/investor/beginners-guide-chapter12-_io04og32 We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist Franklin Templeton Academy: https://www.youtube.com/playlist?list=PLpDLpRd877mRvP2fuzG7Bby1cwuLQ6i3W Invest in Mutual Funds with Franklin Templeton. Official Website:https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en
Views: 4187 TempletonIndia
Reach your Financial Goals Faster with Mutual Funds Investment
 
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Reach your Financial Goal faster with Mutual Funds than FD and other Investments.Watch for insight comparison. Visit www.maxfin.in for more information or [email protected] 9937139551
Views: 113 MaxFin Investment
Establish Goal & Objectives
 
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Every client is unique and it takes skill, experience, time, and effort to fully determine the goals and objectives for each person. Unlike some large financial firms that use an assembly line process to mass produce investment solutions, we think the time spent to get to know our clients is time well spent. To customize a plan specific to your needs, we must first know your personal values, interests, concerns, and motivations. Your Goals – Life is dynamic and your goals often change along the way. It’s important to consider these changes while maintaining a long-term focus. We’ll help you see the big picture while providing advice on your investments, cash flows, education funding, retirement planning, estate planning, philanthropy, and how family dynamics may impact each of these areas. Your Risk Tolerance – There are both quantitative and qualitative factors to consider in assessing your risk tolerance. Questionnaires can be helpful in the quantitative part, but dialogue provides important qualitative information crucial to assessing your complete risk profile. Risk tolerance may also be dynamic as life events sometimes change perspectives, so it’s important to periodically reaffirm or reassess your risk tolerance. We Can Help - It’s difficult to adequately assess your own goals and objectives. It’s helpful to have a financial advisor ask questions and offer different perspectives. We’ve worked with hundreds of clients from a broad spectrum of backgrounds over the years. Valuable information we’ve learned from working with some clients is often beneficial in advising other clients.
Views: 174 Resonance Financial
What are your investment Goals?
 
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Establishing your Investment Goals
Views: 1341 Eric LeRiche
Meeting your Investment Objectives
 
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Selecting the right tools within an investment portfolio to meet different objectives is the quest of every responsible saver. But the debate whether to use passive strategies or active strategies, or both, continues to rage on.
Views: 69 CNBCAfrica
How to set investment goals and deal with risk - Nicole Pedersen-McKinnon
 
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Nicole Pedersen-McKinnon talks about setting investment goals and working out your risk tolerance.
Views: 1689 MoneySmartAu
Client Goals & Objectives: Optimize Advisor Value & Productivity
 
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Jack Reynolds, explains the difference between a private investment counselor and an investment adviser. In a witty analogy using Ben-Hur, Jack shares how a private investment counselor helps you manage all of your advisers more effectively, head them in the same direction and extract maximum value from them on your behalf.
Views: 389 Jack Reynolds
Savings Tax Shouldn't Be The Objective Of Investment | Money Money Monet With Surabhi Upadhyay
 
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Savings Tax Shouldn't Be The Objective Of Investment | Money Money Monet With Surabhi Upadhyay. About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here. You can also connect with CNBC-TV18 News Online Catch the latest news: http://www.cnbctv18.com/ Follow CNBC-TV18 round the clock: https://www.cnbctv18.com/live-tv/ Stay updated with all the market action: https://www.cnbctv18.com/market/stocks/live-blog Follow experts on the most vital topics: https://www.cnbctv18.com/expert-views/ Subscribe to our daily newsletter: https://www.cnbctv18.com/newsletter/ Subscribe to our Channel: https://goo.gl/hKwgtm Like us on Facebook: https://www.facebook.com/cnbctv18india/ Follow us on Twitter: https://twitter.com/CNBCTV18News
Views: 455 CNBC-TV18
Which investment mix is right for me?
 
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Choosing the right selection of investments is an important decision. Your financial goals and objectives, time horizon and attitudes towards risk all play a key role in determining an appropriate investment mix or asset allocation.
Plan Your Tomorrow | Introducing : Investment Planning Service
 
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Official Link: https://www.equityboxx.com/investment Investment planning is planning to achieve your future financial goals and objectives with your financial resources which are available today. There are thousands of different avenues of investments, most commonly used are FD, equities, bonds, and property. Each of these have different characteristics and a good investment plan will usually contain all of these, according to the need of an individual. Once we are clear with our goals and how to achieve them, it becomes easy to track our planning with time and do proper adjustments in it to keep us on track.
Views: 11 Equityboxx Channel
Investing for Your Life Goals
 
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Take a moment and imagine your future the way you want it to be. Do you find yourself daydreaming of your first car? Your dream home? A trip abroad? Or probably a comfortable retirement. Investing can be a tool to make all of these happen. BPI Asset Management can help you get started with your own personalized Investment Plan so you know exactly how to reach your life goals. Allow us to help you reach your goals and live the life you want. Schedule an appointment by clicking this link: https://www.bpiassetmanagement.com/pages/free-financial-planning-consultation You may also get in touch with our Investment Counselors/Investment Specialists through: Telephone Numbers: (02) 816-9676, (02) 816-9032, (02) 845-9676 Email: [email protected] Website: www.bpiassetmanagement.com
How to pick mutual funds? 7 Questions to Ask before Investing - Trade Brains
 
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How to pick mutual funds? 7 Questions to Ask Before Investing. While researching the best mutual funds to invest, most beginners just look at past performance. However, equally other important factors to be checked before selecting any fund is whether the objective of the fund matches your investment goals, portfolio manager credentials, fund's holdings, sector allocation and the different risks associated with the fund. In this video, we discussed the seven key questions that every investor should ask before investing in a mutual fund. Mutual fund course: https://courses.tradebrains.in/p/investing-in-mutual-funds Also read: The Beginners Guide to Select Right Mutual Funds in 7 Easy Steps - https://www.tradebrains.in/guide-select-right-mutual-funds/ Connect with Trade Brains: Blog: https://www.tradebrains.in/ Courses: https://courses.tradebrains.in Facebook: https://www.facebook.com/TradeBrainsOfficial Twitter: https://twitter.com/TradeBrainsGrp Google+: https://plus.google.com/+TradeBrains LinkedIn: https://www.linkedin.com/company/13380376/ Tags: How to pick mutual funds, mutual fund investing, how to select mutual fund, how to select mutual funds in India, how to pick mutual funds 2019, mutual fund selection criteria, mutual fund checklist, mutual fund investing checklist, investing mutual fund, steps to choose right mutual fund, mutual fund selection criteria, mutual fund investment checklist
Views: 281 Trade Brains
Setting Investment Goals
 
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Do you have a bucket list... a list of all the things you want to do in this lifetime? If yes, then setting financial goals is the most important thing you need to do to be able to strike things off that wish list. The next step is to set goals for your investments. We give 4 things you need to know to be able to set the right investment goals.
Views: 107 Paisewali.com
Outcome-Based ETF Portfolios to Meet Clients' Investment Goals
 
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Financial advisors who are looking for customized ETF portfolios in the separate accounts space can turn to ETF model portfolios designed by ETF strategists. "Toroso Investments was designed to be an ETF research firm, and when we build our ETF models, it's all about security selection for us. That's really the niche that we really play is knowing under the hood what's really in an ETF," Mike Venuto, CIO, Toroso Investments, said at Inside ETFs 2019. Specifically, Toroso Investments has a handful of outcome-based managed accounts with distinct outcomes to help investors with various investment goals. For example, the Toroso Sector Opportunity Strategy tries to outperform the S&P 500 Index while maintaining similar volatility, with 80% of the portfolio focused on 5 US Sectors/Sub-Sectors that exhibit the opportunity to grow faster than the market. The remaining 20% tries to opportunistically enhance up and down market capture, or collect implied volatility premium during sideways markets.
Views: 8 ETF Trends
How to Choose Mutual Funds for your Investment Objectives (Tamil)- Franklin Templeton India
 
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"Are you planning for your investment objectives but feel daunted looking at all the various mutual funds on offer? Don't worry, watch the video to find out how to choose mutual funds in India that match your varied objectives of investment and financial goals. Let’s us assume you are a new parent. To begin with, your needs would be to simply get toys and clothes for your kid. But gradually with time, you will have to pay for their education, hobby classes, outings and much more. Going further, you have to plan for their higher education and wedding. These are all goals and expenses that you have to keep in mind. Life has many such expenses in store for you. Managing these can be a lot simpler if an investor understands that there are varied products to serve each financial objective. And it is crucial to choose the right investment option to fulfill these goals. Financial goals are targets, usually driven by specific future financial needs. Each financial goal comes with a time horizon. Prioritizing and categorizing based on this time horizon will help you deal with the issue – how to choose a mutual fund. Here are a few examples to illustrate this better: 1. It is your lucky day and you have just won a lottery worth 5 crores. Instead of leaving this sudden surplus of wealth in a savings account, investing in a liquid fund or a short-term fund will be better than keeping the money idle till you decide where to invest it. 2. After your retirement, your company is not giving you a pension. You have a savings of 75 lakhs and what you need now is a regular source of income to fund your retired life. In this case, you can consider bucketing your investments into short, long and medium to fund various needs. There could be many such scenarios. Don’t get tensed about these responsibilities, just plan for all of them. Start by separating your goals so that you can be on track. We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in Tamil in the playlist: https://www.youtube.com/playlist?list=PLpDLpRd877mQK6oddkl924mmDKQOc9rvb Invest with Franklin Templeton today! Official Website:https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en "
Views: 1330 TempletonIndia
How to Choose Mutual Funds for your Investment Objectives (Hindi)- Franklin Templeton India
 
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"Are you planning for your investment objectives but feel daunted looking at all the various mutual funds on offer? Don't worry, watch the video to find out how to choose mutual funds in India that match your varied objectives of investment and financial goals in Hindi. Read more about this here: https://www.franklintempletonindia.com/templatedata/gw-content/article/data/content-international/en-in-retail/investor/beginners-guide-chapter12-_io04og32 पैसे कहा इन्वेस्ट करे- agar aapka yeh sawaal hai toh janiye iss video se ki kis taraf iski shuruwaat aap apne financial goals ko janke kar sakte hai. Kyunki isi baat se aap yeh jaan sakte ho ki kaunsa investment apke liye sahi hai. पैसा कहां निवेश करें – yeh jaaniye iss video ke zariye aur poore kariye apne financial goals. Explore the world of money investment options with Franklin Templeton! View more such videos in the playlist Franklin Templeton Academy: https://www.youtube.com/playlist?list=PLpDLpRd877mRvP2fuzG7Bby1cwuLQ6i3W Official Website: https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en "
Views: 896 TempletonIndia
Investment Planning Video 2 - The Importance of Goal Clarity
 
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Before you start to construct your investment portfolio, it's vitally important that you are clear on your goals for the portfolio. Defining your objectives can impact many aspects of portfolio design. - What are your liquidity needs? - What are your income needs? - Are you making decisions that optimize tax planning? - What is the time horizon of your investments? In this video, Shaun Humphries of Humphries Wealth Group at Assante Capital Management will provide you with a framework for tying your goals and portfolio design together. For more information on our financial coaching programs click the following link... http://www.shaunhumphries.com/services/game-plan
Client Goals & Objectives: Accomplish Unique Wealth Management Goals Across Generations
 
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Jack Reynolds, Private Investment Counselor, talks about his personal background managing his family's wealth across generations.
Views: 149 Jack Reynolds
What Is Your Investment Goal?
 
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The Betterment team members share their investment goals.
Views: 662 bettermentllc
Know your investment strategies Understand your goals and risks
 
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Different people have different investment goals and risk tolerance levels. So it is important to know what investment strategies fit your personal profile and meet your needs, thus enhancing your retirement protection. Click the link below to learn more about retirement planning and investment: http://www.allianzgi.hk/planahead/en
Set Your Investment Goals | Learn With Law | Episode 3
 
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Set Your Investment Goals | Learn With Law | Episode 3 These days, it’s all about ‘Goals’ isn’t it? #RelationshipGoals, #BFFGoals, #LifeGoals…. You’d think with all that ‘Goal’ talk, life’s pretty much like a football match! Keep a goal in mind, put your best foot forward and SCORE! What’s more, goals are exactly what you need to figure out before you start investing your money. A little football and lots of advice on how to set goals before investing on this edition of UTI presents Learn with Law. Game on! Read Full Article Here - http://www.investonomix.com/invest/goal-based-investing/ Click The Below Link To SUBSCRIBE: http://www.youtube.com/channel/UCOKqI7wA_ohFnx7PFSOPLBA?sub_confirmation=1 Facebook: https://www.facebook.com/investonomix Twitter: https://twitter.com/investonomix For More Details Visit: www.investonomix.com
Views: 368 Investonomix
Introduction, Functions and Objectives of Financial Management  Class XII Bussiness Studies by Dr  H
 
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For the first time in INDIA, textbook in Economics, Accountancy & Business Studies with FREE Video Lectures by Eminent Authors/Subject Expert. To buy books visit www.goyal-books.com To view FREE Video Lectures visit www.goyalsOnline.com/commerce About the Book » Written strictly according to the latest syllabus prescribed by the CB.S.E., New Delhi. » Up-to-date study material provided by using the latest available data. » Elaborate explanation of the concepts. » Summary (Points to Remember) given at the end of each Chapter. » Numerical Problems from previous years' question papers incorporated and solved in the respective Chapters. » Methodology of solving typical numerical problems given wherever necessary. » Methodology of drawing typical diagrams given wherever necessary. » Comprehensive Exercises given at the end of each Chapter. » Sample Question Paper given at the end of the book. » Multi-disciplinay Problems given at the end of the books. » Video lectures on each topic with replies to queries for better and clear understanding of the concepts by the Author/Subject Matter Expert. Benefits of Video Lectures » Easy to access anytime: With video lectures, students can learn anywhere from their mobile devices: desktops, laptops, tablets or smartphones. » Students learn when they are primed to learn. » Students can pause, rewind and replay the lecture. » Eases the distraction of having to transcribe the lectures. » Self-paced learning: Students can follow along with the lecture at their own pace, going more slowly or quickly » Bookmarking: Students can bookmark the point where they're up to in the video so they can easily return and continue watching the lecture at a later point. » Searchability: Students can easily search through the lecture to find the required sub-topic they need, without having to rewind and fast forward throughout the video. » Greater accuracy: Students will understand the lecture better and can make sure that they have not misheard anything. » Facilitates thinking and problem solving: It improves research skills, collaborative working, problem solving, technology and organisational skills.
How to Achieve Your Most Ambitious Goals | Stephen Duneier | TEDxTucson
 
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How you define Stephen Duneier depends on how you came to know him. Some define him as an expert institutional investor, while others know him as a large scale installation artist, avid outdoorsman, professor, decision strategist, coach, business leader, mindfulness extremist, author, speaker, daredevil or Guinness world record holder. In his talk, Stephen explains that what truly defines him aren't titles, but an approach to decision making that transformed him from someone who struggled with simple tasks to a guy who is continuously achieving even his most ambitious dreams. For thirty years, he has applied cognitive science to investing, business and life. The result has been the turnaround of numerous institutional businesses, career best returns for managers who have adopted his methods, the development of a $1.25 billion dollar hedge fund and a rapidly shrinking bucket list. Mr. Duneier teaches graduate courses on Decision Analysis in UCSB’s College of Engineering. His book, AlphaBrain is due for release in early 2017 from Wiley & Sons. Through Bija Advisors, he helps business leaders improve performance by applying proven, proprietary decision-making methods to their own processes. His artwork has been featured around the world and is represented by the Sullivan Goss Gallery. As Commissioner of the League of Professional Educators, Duneier is using cognitive science to alter the landscape of American education. He is the former Head of Currency Option Trading at Bank of America and Emerging Markets at AIG International. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at http://ted.com/tedx
Views: 3596145 TEDx Talks
How to achieve financial goals with your investment
 
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As a financial planner, we would like to help our investors to achieve the financial goals like retirement planning, investment planning and so on. It is important to select right investment tool to invest that can generate good return. So we have created this video to help our investors to see the negative about fixed deposit and positive about stock market. Connect With Us: https://www.facebook.com/page.financialadvisor https://www.instagram.com/akhilmajan.afp https://plus.google.com/u/0/100357202578550286964 https://twitter.com/AkhilCFA https://mymutualfundadvisory.blogspot.com/
What is mutual fund? | 6 reasons why should we invest in mutual funds
 
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Stocks or Bonds or Money Market Securities or Mutual Funds? Watch the video to know why you should consider Mutual Funds over others to achieve your long-term investment goals. Mutual fund is a pool of fund from various investors with a common investment objective and is managed by an investment professional, who invests in different asset classes to meet the investment objectives. Types of Mutual Funds: 1. Money market funds, 2. Fixed income funds, 3. Equity funds, 4. Balanced funds 5. Index funds, 6. Specialty funds Read: 5Paisa Mutual Funds: https://bit.ly/2DoCUhU Introduction to Mutual Funds: https://bit.ly/2RXADye How Does a Mutual Fund Work?: https://bit.ly/2QMMejo Systematic Investment Plan: https://bit.ly/2PwxNDB Systematic Withdrawal Plan (SWP) and how to smartly use SWP?: https://bit.ly/2PwxPeH SUBSCRIBE TO US -► https://bit.ly/2HuXCPI Download 5paisa App: https://bit.ly/2qR0M6p For more informative videos and discussion on important topics related to stock/trading: Website: https://www.5paisainsurance.com Facebook: https://www.facebook.com/5paisa Twitter: https://twitter.com/5paisa LinkedIn: https://www.linkedin.com/company/5paisa Videos related to Mutual Funds: How to do financial planning?: https://youtu.be/7DxquC70TLg Create Wealth And Become Rich The Mutual Fund Way: https://youtu.be/jullziFMs-8 How To Use SIP For Wealth Creation: https://youtu.be/ZxM2IJI9X6M Build your dream SIP by SIP with 5paisa: https://youtu.be/UDHqa9QtHFs How To Save Tax Under Section 80C Of Income Tax Act: https://youtu.be/UDJhXhNr25Q Bank FD Vs Debt mutual fund: https://youtu.be/RVf-JRZKdEY mutual funds can fund your retirement: https://youtu.be/WjxvrmhpTGU How to choose winning mutual funds: https://youtu.be/BqFm7ezx-So
Views: 39089 5paisa
#SIP, #INVESTMENT, #GOAL
 
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Video from DEVENDRA PANDEY
Views: 36 NIVESH HELPLINE
How to Choose Mutual Funds for your Investment Objectives (Bengali)- Franklin Templeton India
 
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"Are you planning for your investment objectives but feel daunted looking at all the various mutual funds on offer? Don't worry, watch the video to find out how to choose mutual funds in India that match your varied objectives of investment and financial goals. Let’s us assume you are a new parent. To begin with, your needs would be to simply get toys and clothes for your kid. But gradually with time you will have to pay for their education, hobby classes, outings and much more. Going further, you have to plan for their higher education and wedding. These are all goals and expenses that you have to keep in mind. Life has many such expenses in store for you. Managing these can be a lot simpler if an investor understand that there are varied products to serve each financial objective. And it is crucial to choose the right investment option to fulfill these goals. Each financial goal comes with a time horizon. Prioritizing and categorizing based on this time horizon will help you deal with the issue – how to choose a mutual fund. Here are a few examples to illustrate this better: 1. It is your lucky day and you have just won a lottery worth 5 crores. Instead of leaving this sudden surplus of wealth in a savings account, investing in a liquid fund or a short term fund will be better than keeping the money idle till you decide where to invest it. 2. After your retirement, your company is not giving you a pension. You have a savings of 75 lakhs and what you need now is a regular source of income to fund your retired life. In this case you can consider bucketing your investments into short, long and medium to fund various needs. There could be many such scenarios. Don’t get tensed about these responsibilities, just plan for all of them. Start by separating your goals so that you can be on track. We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist: https://www.youtube.com/playlist?list=PLpDLpRd877mTv-UDGtQrlub2262HXuPFL Official Website:https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en " "Are you planning for your investment objectives but feel daunted looking at all the various mutual funds on offer? Don't worry, watch the video to find out how to choose mutual funds in India that match your varied objectives of investment and financial goals. Let’s us assume you are a new parent. To begin with, your needs would be to simply get toys and clothes for your kid. But gradually with time you will have to pay for their education, hobby classes, outings and much more. Going further, you have to plan for their higher education and wedding. These are all goals and expenses that you have to keep in mind. Life has many such expenses in store for you. Managing these can be a lot simpler if an investor understand that there are varied products to serve each financial objective. And it is crucial to choose the right investment option to fulfill these goals. Each financial goal comes with a time horizon. Prioritizing and categorizing based on this time horizon will help you deal with the issue – how to choose a mutual fund. Here are a few examples to illustrate this better: 1. It is your lucky day and you have just won a lottery worth 5 crores. Instead of leaving this sudden surplus of wealth in a savings account, investing in a liquid fund or a short term fund will be better than keeping the money idle till you decide where to invest it. 2. After your retirement, your company is not giving you a pension. You have a savings of 75 lakhs and what you need now is a regular source of income to fund your retired life. In this case you can consider bucketing your investments into short, long and medium to fund various needs. There could be many such scenarios. Don’t get tensed about these responsibilities, just plan for all of them. Start by separating your goals so that you can be on track. We hope you enjoyed watching this video! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist: https://www.youtube.com/playlist?list=PLpDLpRd877mTv-UDGtQrlub2262HXuPFL Official Website:https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en "
Views: 147 TempletonIndia
Investing: What is an ETF (exchange traded fund)?
 
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http://savvyup.com/ P: 760.692.5700 Today’s tip will cover “What is an ETF?” An ETF, also know as an Exchange Traded Fund, is an investment fund that is traded on a major stock exchange, like the Nasdaq or the New York Stock exchange. Just like a stock, an ETF has a ticker symbol and intraday pricing during market hours. An ETF is a basket of stocks, bonds or commodities in a single fund. Most ETFS track an index such as a stock index or bond index. I would suggest you work with your financial planner to determine your investment goals and objectives based on your overall financial plan before making any investment decisions. Join us each week for the Savvy Minute. You can find more of our videos at SavvyUp.tv. That’s SavvyUp.tv. Or give us a call at 760-692-5700, that’s 760-692-5700 and set up your free 30-minute financial assessment today. And remember to Savvy Up!! Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ in Carlsbad California. If you would like to set up a free 30 minute financial assessment she can be reached at 760-692-5700, [email protected] for private message or click on the following link to contact us directly http://savvyup.com/contact . Sign up for our “Savvy Up Today!” newsletter by clicking on the following link http://eepurl.com/cr6vEb to receive financial tips about investing, managing your money, planning for retirement and invites to upcoming events. Get Savvy about your Finances & Live your Life Empowered! www.SavvyUp.com #SavvyUp
CIBC Wood Gundy - The Wong Group - Vancouver Investment Management Company
 
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The Wong Group has over 75 years of combined experience in the financial industry helping clients achieve their investment goals. Our approach is highly customized and engaging backed by unique credentials and experience, and supported by the global resources of the CIBC World Markets. Learn More at: http://www.cibcwg.com/wonggroup The Wong Group at CIBC Wood Gundy recognizes that every client is different. We listen to understand your goals and objectives, so that we can create a comprehensive plan that's right for you and your family. Our fundamental goal is to establish long-term relationships based on value, quality and service. Clients' interests always come first - doing what is right for you is the focus of all that we do! Our clients enjoy peace of mind knowing their financial futures are being guided by a solid, experienced team backed by the financial strength, expert resources and breadth of global and local knowledge of CIBC Wood Gundy.
TTP 2050 (Spanish)
 
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The Texas Transportation Plan (TTP 2050) is the most recent update to the state’s long-range transportation plan. The TTP sets the direction for the future of Texas’ multimodal transportation system by informing investment strategies tailored to make progress towards TxDOT’s performance goals and objectives. TTP 2050 will provide an objective and transparent decision-making framework, better manage transportation infrastructure, prioritize multimodal needs, and align resources to achieve the most beneficial performance outcomes to meet long-term goals and objectives.
Views: 110 TxDOT
Three Steps To Growing Financial Advisory Practice With Portfolio Crash Testing
 
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When investors turn to financial advisors they have two objectives: reaching investment goals, while taking appropriate amount of risk. These two objectives are usually conflicting and lead to misunderstanding and loss of clients, especially during turbulent times. In this webinar you will learn how to use Portfolio Crash Testing application to find the right balance between reaching retirement goals and building portfolios that are suitable to client's risk tolerance level. Key points of the webinar: - How to quickly and efficiently analyze the risk picture of any portfolio - How to educate clients about risk/return tradeoffs using portfolio crash tests - How to gain competitive advantage by explaining risk concepts using simple graphics - How to protect clients from specific risks that they don't want to take - How to validate your model portfolios and show to clients that they will perform as intended in various environments
Views: 424 Larkspur-RiXtrema
CARNIBALL PROMO INVESTMENTS! ICONS/SBCS/OBJECTIVES AND MORE! FIFA 19 ULTIMATE TEAM
 
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Here i cover the new Carniball FIFA 19 promo and what is going to happen over the 7 day promo leading up until Fut Birthday! Leave a like if you enjoyed the video! All social medias and my twitch down below! Subscribe if you are new! https://twitter.com/ChrisRM22 https://www.twitch.tv/chrisrm22 https://www.instagram.com/chrisrm22_/ #FIFA19 #ULTIMATETEAM #CARNIBALL #INVESTING #TRADING #SBCS #ICONS #OBJECTIVES #R9 #RIVALDO #RONALDINHO #CARNIVAL #FESTIVALS
Views: 554 ChrisRM22
Investing with a GOAL in Mind
 
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Investing with a goal in mind "A goal is a dream with a deadline" We all have some goals in our lives and to attain those, we need to plan our investment smartly. Investing with a goal in mind helps you decide on.... - Where to invest? - How much risk? - How long to invest? - How much to invest? Investing without goal is like travelling without destination we never travel without knowing the destination, then why invest our hard earned money without knowing the goal or the reason to invest? Planning for investment is as simple as planning for travel. Let’s see how - Place to travel - then decide - Check goals to fulfil - When to travel - make timeline - When to reach the goal - Deciding budget - make budget - Calculate investment required - Select transportation & stay options - Check options - Select a right product based on asset allocation - When to start travel - embark it - Decide when to start investing Consulting a travel planner - research it - Consulting a financial advisor - Finding best deal - take expert advice - Find the suitable product within asset class. Define your goal to know a suitable product for investment- - Short term goal(0 to 3 years) - Buying a car, home appliances, creating an emergency fund or alike. Suggested investment in Liquid and Debt Funds - Mid term goal(3 to 5 years) - Foreign trip for family, Marriage or alike. Suggested investment in Hybrid Funds (Equity Oriented) - Long term goal(5 or more years) - Child education, Marriage, Retirement or alike. Suggested investment in Equity Funds. Points to be considered while goal based investment planning: - Goal should be smart - Don’t forget inflation - Review and realign Investing with a goal in mind helps you stay committed and focused to your investments.
Views: 8393 Catalyst Investing
Anthony Danaher from Guild Investment talks how to invest to benefit from the strong US Economy
 
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Guild Investment Management is an SEC registered investment advisor. Guild manages investment portfolios for high net worth global investors, retirement accounts, trusts, corporate accounts, foundations, and other tax-exempt entities in many countries. Guild manages portfolios in different styles and can tailor an investment strategy to meet an individual's investment goals and objectives. Mr. Danaher joined Guild Investment management in 1990. He engages in research and portfolio management, co-managing clients’ accounts with Monty Guild. Mr. Danaher has also been interviewed by leading business and financial media. Anthony Danaher President/ Portfolio Manager Guild Investment Management http://www.guildinvestment.com/
Views: 13 CEO Money