Setting SMART Goals for 2025: A Path to Success and Growth

Setting SMART Goals for 2025: A Path to Success and Growth Starting the new year with clear, meaningful goals is a great way to set yourself up for a year of personal growth and achievement. But how do you begin? The secret lies in setting SMART goals. Here’s how to use the SMART framework and make your goals truly yours in 2025. Start with Your Core Values Before diving into goal-setting, take a moment to understand what truly matters to you....

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Asset Allocation: 5 Things You Should Know

The general saying – “Don’t put all eggs in one basket” – in itself explains the concept of asset allocation. Asset allocation is the process of deciding how to divide your investment across several asset categories like stocks, bonds/fixed deposits real estate, gold and cash. The general goal is to minimize volatility while maximizing return. The process involves dividing your investment among asset categories that do not all...

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Consider These 7 Things Before You Invest

Investing and planning for the future can be a daunting task. There are so many factors to consider in creating and managing your portfolio, and you may find it difficult to find a financial professional you trust for unbiased advice. Every investment decision has an upside and a downside. Know your risk tolerance before choosing an investment vehicle. Below are seven considerations to help prepare you to make investment decisions and...

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