Author: Puneet Kamra
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Taking Private Capital Seriously
Private capital is critically important because it is progenitor of all other forms of capital. Governments possess capital, but only because they tax it away from private individuals. Corporations possess capital, but only because individuals have voluntarily invested their capital in corporate stocks and bonds. The banks and other institutions who advise wealthy families certainly…
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Managing Family Wealth – Key Considerations
Risk versus Return: Most wealthy families are capital preservation-oriented investors. Capital preservation strategies make sense to them because, since they are already rich, the extreme outcomes of aggressive investing are asymmetrical. On the one hand, they might even get richer, which would be nice. On the other hand, they could go broke, which would be catastrophic.…
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Financial Advisor – Key Traits To Look For
A financial advisor who really cares about the client – as opposed to one who only cares about selling – will proceed in a profoundly different way in meeting with families. An advisor should do his best to establish himself as a valued part of the client’s investment team. An advisor should focus on the…
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Index Fund Investing
Index funds have long been considered one of the smartest investment choices one can make. Apart from being affordable and less risky, index funds enable diversification and generate attractive returns for investors over a period of time. BENEFITS OF INVESTING IN AN INDEX MUTUAL SUCH AS NIFTY 50
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Principles For Success by Ray Dalio
Ray Dalio founded Bridgewater in 1975 from his two-bedroom apartment and grew it over 47 years into a global institution it is today. Ray has been Bridgewater’s CEO, CIO and Chairman, shaping the firm’s innovative approach to investing and it’s unique culture.
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Building Wealth: Our Mission at Trustworthy Wealth Advisors
Trustworthy Wealth Advisors was founded on core principles that emphasize the importance of integrity, transparency, and personalized service in wealth management. Recognizing that every client has unique financial circumstances, the firm is dedicated to developing robust wealth management strategies tailored specifically to individual needs. This approach not only solidifies client relationships but also fosters an…