Articles By Preet Banerjee:

financial advisor

Financial Planning

What kind of financial advice do you actually need?

Paying full-service costs and only getting investment advice? That's...

What kind of financial advice do you actually need?
investing

Financial Planning

How your own bad investing behaviour costs you

Second-guessing investment strategies can affect your returns

How your own bad investing behaviour costs you
financial advice

Financial Planning

The best financial advisor model for your needs

No one approach is better than the rest

The best financial advisor model for your needs
financial advisor

Financial Planning

Just how are you paying your financial advisor?

Most people confuse “fee-only” as “fee-for-service” but they're not...

Just how are you paying your financial advisor?
financial advice

Financial Planning

Measuring the value of financial advice

The key is understanding how and what you're paying...

Measuring the value of financial advice

Investing

How many stocks should I have in my portfolio?

Your portfolio should reflect your financial plan

How many stocks should I have in my portfolio?

Investing

Is borrowing to invest a bad idea?

It can amplify your gains but also your losses,...

Is borrowing to invest a bad idea?

Financial Planning

Why is fee disclosure important?

How your advisor talks to you about fees can...

Why is fee disclosure important?

Investing

Getting back to balanced

To illustrate how to rebalance a portfolio, let’s look...

Getting back to balanced