The Latest Breaking News from Financial Goals

A 5-Part Financial Checklist for Your 30s

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

Kiplinger · Jul 4

Which mutual funds are best for SWP? Expert explains, also decodes STP tax implications

Choosing the right mutual funds for a Systematic Withdrawal Plan (SWP) hinges on individual financial goals, investment horizon, and risk tolerance, not a universal list. Experts advise aligning fund choices with withdrawal timelines, suggesting equity/hybrid for long-term wealth building and debt funds for immediate income needs. Understanding tax implications of…

The Economic Times · Jun 30

Quote of the day by David Swensen: "If you’re investing with a long time horizon, having an equity bias makes sense; stocks go up in the long run"

David Swensen emphasised the importance of maintaining an equity bias for long-term investors, noting that stocks tend to deliver stronger returns over extended horizons. Despite short-term volatility, equities reward patience and discipline. His advice highlights the value of staying invested, avoiding market timing, and aligning portfolios with long-term financial goals.

The Economic Times · Jun 26

Best aggressive hybrid mutual funds to invest in June 2026

Hybrid mutual funds, particularly aggressive hybrid schemes, offer resilience in volatile markets due to their balanced equity and debt portfolios. These funds are recommended for conservative equity investors seeking wealth creation with reduced volatility. Regular profit booking and tax advantages further enhance their appeal for long-term financial goals.

The Economic Times · Jun 15

smallcase launches mutual fund model portfolios, expands beyond stocks and ETFs

smallcase has launched mutual fund model portfolios, expanding beyond stocks and ETFs. The new offering provides professionally managed portfolios of direct mutual funds across asset classes, helping investors simplify fund selection, portfolio construction and monitoring while aligning investments with specific financial goals.

The Economic Times · Jun 2

Goal protection matters: Why Waiver of Premium deserves more attention

Financial plans often falter not due to lack of planning, but because they don't account for life's uncertainties. The Waiver of Premium feature in investment-linked insurance products ensures that contributions continue even if the policyholder passes away, safeguarding long-term financial goals like a child's education.

The Economic Times · May 29

11 Questions Every Girl Must Ask Before Marriage

An arranged marriage meeting can look calm on the outside, but inside, thousands of thoughts run through the mind. Will this person understand you? Will they respect your dreams? Will this relationship feel safe, supportive, and emotionally peaceful years later? Most people ask basic questions about hobbies, food, or careers.…

MyLifeXP · May 29

Gold vs silver: Where to put Rs 1 lakh today? Experts suggest allocation strategy as gold-silver ratio drops below 55

An ideal allocation between gold and silver should depend on an individual’s risk appetite, financial goals and investment goals, Guha underlines. “Gold can be part of the core investment portfolio. Silver can be allocated for a diversified profile and a tactical allocation to benefit from industrial demands and short-term higher…

The Economic Times · May 15

Best aggressive hybrid mutual funds to invest in May 2026

Hybrid mutual funds, particularly aggressive hybrid schemes, are recommended for their resilience in volatile markets. These funds balance equity and debt, offering wealth creation potential with reduced risk. Experts suggest these schemes for conservative equity investors seeking long-term financial goals, highlighting their mixed portfolio and tax advantages.

The Economic Times · May 15

Active and passive funds together can help achieve financial goals during market volatility: ICRA Analytics

ICRA Analytics said investors should blend active and passive mutual fund strategies to navigate volatile markets driven by geopolitical tensions and global uncertainty. The report highlighted that balanced portfolio allocation based on risk appetite, goals and investment horizon can help investors stay resilient through market cycles while pursuing long-term wealth…

The Economic Times · May 7