Truemind Capital

SEPTEMBER 13, 2021

Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages. At the extreme of fear sentiment (which coincides with dirt-cheap valuations), the risk-reward is highly favorable i.e., higher potential upside with lower potential downside risk.

Valuation 52

Valuation Marketing Marketing Retail 52

Truemind Capital

MAY 19, 2020

Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security. They ran out of patience and ended up investing at the market peak.

Portfolio 52

Portfolio Asset Allocation Valuation Assets 52

International College of Financial Planning

NOVEMBER 10, 2021

Corporate Finance Course – Though this might not be an active area of interest for you as an aspiring financial or investment advisor, it is worth exploring this short-term course considering the demand for such professionals in the industry. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Sara Grillo

NOVEMBER 14, 2022

These meetups are free and the goal is to learn from each other about how to grow and manage a transparent wealth management practice for the benefit of clients. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Insurance 59

Insurance Financial Advisor Retirement License 59