Our Financial Goal -

Aim:
  1. Use simple yet effective techniques to increase our savings money
  2. Understand our options and choices to make a intelligent smart decision about our finances
  3. Preserve our wealth by balancing our risk/reward returns on our portfolio

Target Audience:
Anyone who does not have extensive knowledge of financial markets and instruments. Needs a simple powerful tool to preserve his/her hard earned money yet let it grow in a secured fashion.

What are my choices?

Daily Finances

  • Checking
  • Savings
  • Money Market
  • CD's

Topics covered:
  1. Understand our daily savings & expenses
  2. Organize our finances
  3. Are you financially healthy?

Simple approach to trade Stocks

Topics Covered:
  1. Challenges & dilemma we encounter
  2. Simple stock selection technique
  3. How to identify potential BUY candidates?
  4. How to manage portfolio risk and position sizing?

Long Term Strategy

  • 401K
  • Traditional IRA
  • Roth IRA
  • Kids College Fund - 529 Plan
  • HSA (Health Savings Account)

Topics Covered:
  1. Which is the right choice?
  2. How to manage our savings/retirement portfolio?
  3. How to safeguard our savings from financial crash/crisis?
  4. BdIAS approach - explains a methodical approach to select Mutual Funds/ETFs along with time to enter/exit your positions.

Strategy Download section:
  1. 401K spreadsheet
  2. IRA spreadsheet
        a. Trade ETFs
        b. Commission Free ETF spreadsheet

Additional Information...

Sections -
  • Advanced Strategies - Built on our base 401K strategy but geared towards IRA and Regular long term trading accounts, talks about simple stock trading approach with how to identify potential BUY candidates, explains how to manage portfolio risk and position sizing
  • Members Club - Covers IPO Strategy, Monthly Income Strategy, and many more additional information.
  • Blog - Typically talks about current market conditions at the end of every week and occasionally compares various time periods in past to current market scenarios to provide broader perspective

Disclaimer - 

All content published on this website (including blog & downloads) is purely for educational purposes ONLY. Responses to any questions/comments should be considered informational. None of the information contained on the website should be considered as financial advice or any recommendation suitable for particular security, portfolio, transaction or investment strategy. All information is impersonal and not tailored to the investment needs of any specific individual. We reserves the right to change any or all content (including blog comments) at any time without notice. 

We shall NOT be responsible and liable for any financial, investment or other decisions made by an individual or anyone based on the content/ blog/ downloads provided on this website. Readers should do their own home-work or seek professional advice before acting on any information provided on this website.