"Smart Investing For Smart People"
Did you ever ask yourself how you can invest in a Mutual Fund?
A beginning investor would be surprised to find out that it is really very easy to do. With as little as P 5,000 you can already open a Mutual Fund investment account. That’s even cheaper than opening a Checking Account from a bank!
Read this article to learn how to start in your Mutual Fund investment journey. Plus, get to know how they are structured and operated, and how to take your money from the fund when you need to.
There are many ways to approach financial planning, but most financial planners recommend using the Financial Planning Pyramid Approach.
The Pyramid has the following components:
Wealth Foundation
Wealth Accumulation
Wealth Preservation
Wealth Distribution
Life insurance is a wonderful financial planning tool. But the way it is SOLD in the market is very problematic…. Unfortunately, a lot of times it works for the agent because most insurance buyers are also unaware of their options or they simply don’t know how to ask the right questions.
The article covers introductory topics about Life Insurance in the Philippines such as:
Term and Cash Value Insurance
Whole Life and Unit-Linked Insurance Products
Endowment Insurance Plans (like Educational Plans and Pension Plans)
Think of an Emergency Fund as your Touch-Me-Not Money. You just don’t touch it no matter what happens. That is, until necessary.
Hi there. I am your host, Carlos Velasco.
I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
my goal is to turn you into a
Smart, Confident and Fearless Investor!
