Tag: Taressh Bhatia

Never tell people how to do things. Tell them what to do, and they will surprise you with their ingenuity. - General George S. Patton I...

Things may come to those who wait, but only the things left by those who hustle. -Abraham Lincoln Since I work as a Financial Planner, I...

You’ve got to tell your money what to do or it will leave - Dave Ramsey https://www.youtube.com/watch?v=ElXBkGavGUA We all go through certain stages, beginning from Money Dependence...

The only way to permanently change the temperature in the room is to reset the thermostat. In the same way, the only way to...

Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you...

A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life -Suze Orman https://www.youtube.com/watch?v=IowWQk6qiYA I wish each one...

The best way to predict the future is to create it - Peter F. Drucker   When it comes to thinking for retirement, people usually have more...

The individual investor should act consistently as an investor and not as a speculator – Ben Graham Many people consider real estate as an asset class....

There is a gigantic difference between earning a great deal of money and being rich  - Marlene Dietrich Are there some definite paths or hacks...

Can a Risk tolerance test emotionally help in making an investor comfortable with taking financial risk? by Taressh Bhatia

Many investors believe they don't need professional advice to handle their finances. But the turmoil witnessed in recent months may have changed that perception. The equity markets have been rocked by the pandemic, and debt markets are hit by defaults.  Taressh brings real life stories. Here, (with no names), we bring various stories on whether one needs a financial planner or wealth advisor to be able to weather such tumultuous phases. It would be great if you read more about our clients in their stories.