Goal - Financial Independence
Aim:
Target Audience:
Anyone who -
- Use simple yet effective techniques to increase our investments
- Understanding market structure to stay ahead of the game in order to make an intelligent & smart decision
- Preserve wealth by balancing risk/reward returns on our portfolio
Target Audience:
Anyone who -
- is willing to learn about financial markets and benefit by making informed investment decisions
- need some guidance with simple powerful tools to preserve our hard earned money
- yet let it grow in a balanced risk fashion
- explore some new tools and available choices
What are my choices?
Taxable Investment Accounts
Tax differed (non taxable) Investments
- Regular investment accounts
Tax differed (non taxable) Investments
- 401K
- Traditional IRA / Roth IRA
- Kids college fund - 529 Plan
- HSA - Health Savings Account
Topics Covered:
- Market Analysis - To avoid situations like 2000 (Dotcom bubble) or 2008 (Financial crisis) or 2020 (covid-19) or any such bear market scenarios. In other words, understanding the "secret sauce" to navigate through ups and downs of market cycles.
- Long Term Investing - Investing in Stocks/ ETFs/ Mutual Funds with the intention to hold for a minimum of a year or more.
- Short Term Investing - Trading Stocks/ ETFs - Simple yet powerful techniques for right Stocks/ETFs/Mutual Funds selection, as well as when to enter or exit these positions.
Daily Finances
Topics covered: Simple approach to trade Stocks
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Long Term Strategy
Topics Covered:
Strategy Download section:
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.
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.