There is a misconception, even among experts, that a low tracking error for a passive fund (index fund or ETF) implies the fund's returns closely match ...

In July 2023, we shared an interesting reader story about Shankar (not his real name), who had been burdened with debt for ...

Financial Independence, Retire Early has revolutionised the way a generation approaches work and finances. But as more ...

Typically, retirement is the last and most important financial goal for most families. Before retirement, the kids would have ...

A reader wants to know how to invest a retirement corpus of Rs 5 Crores.  Age: 55; wife's age 56; Annual expenses are about ...

We determine the corpus needed for a 50-year-old to retire immediately if monthly expenses are Rs. 1,00,000?" Let us compute ...

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, it is ...