Saagar Gupta | Blog
This blog/website is only made available for educational purposes. It is designed to give visitors general information and a general understanding of select financial topics. It is not intended to provide specific financial or investment advice. Conduct your own due diligence or consult a licensed financial advisor/broker before making any and all financial/investment decisions.
How to Protect Generational Wealth
It usually takes decades of hard work and dedication to build wealth to ensure your children have the financial stability they need to pursue their goals. Unfortunately, while the initial wealth of a family may be inherited, the next generation may not be able to...
What is Holistic Financial Planning?
For many people, the term wealth management is synonymous with investing. A wealth manager can help you grow your assets by providing portfolio management and investment advice. However, while investing is a great way to achieve wealth accumulation, it is also...
Diversified vs. Concentrated: What You Need to Know for Your Portfolio
Diversification is a strategy that involves investing in a diverse array of companies that are different from one another to achieve superior returns over time and limit exposure to one single stock. One way to do this is by investing in an ETF or through a mutual...
How to Keep Your Money Safe in a Bear Market
Being an investor is always challenging at times, especially during bear markets. If you're worried about your investments, it's normal to feel that way. However, sticking with your strategy when the market is falling can be challenging. Even though it's not easy to...
The Best Finance Software of 2022
The first step to achieving a financial breakthrough is by managing your finances. Getting your finances in order is also the best way to discover ways you can achieve your long-term goals. However, some people find it challenging to manage their finances, especially...
Understanding When to See an Accountant
Accountants are defined as professionals who can offer vital advice to their clients when they have tax or financial questions. It is not uncommon for people to be hesitant about involving an accountant in their lives, but understanding the circumstances where an...
Financial Tips for Supporting Your Children’s Education
The year 2022 marks one of the strangest back-to-school cycles in history. Some students will be attending classes completely remotely, while others will be returning to socially distanced classrooms. The economy is turbulent, and many people don't have job security....
How to Quickly Pay Off Your Student Loans
Frequently students graduate with significant loan debt. This leaves students with no choice but to pay it if they want to move forward in life with a good job. However, one can take some smart steps to pay off student loans even faster. Naturally, this challenge is...
Financial Scams to Avoid in 2021 and Onward
Bank scams are a prevalent means for criminals to get personal and financial information from people. Consumers lodged over 2 million complaints about financial scams in 2021. Here are some of the most common and devious methods used to steal money from people that...
Types of Financial Careers
Some people like to say that finance is boring. They think it's just a bunch of numbers and graphs. But there are so many different careers in the financial industry, from personal banking to risk management. In this article, we will explore some of the most popular...