Should you trust AI with your finances? Financial educator says know where to draw a line
With investors increasingly relying on AI (artificial intelligence) for everything from portfolio management to mutual fund selection, financial…
Warren Buffett’s Successor, Greg Abel, Has 34.7% of Berkshire Hathaway’s Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks
Warren Buffett, the legendary CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB), stepped down from his role at…
Here is how top MFDs build trust with HNI clients
High Net-Worth Individuals (HNIs) have become one of the most important client segments for mutual fund distributors (MFDs),…
Berkshire Money Management listed in USA Today’s Best Financial Advisory Firms | Bizbrief
DALTON — Berkshire Money Management, with offices in Dalton, Great Barrington and Williamstown, has been named to USA…
How to redesign a ₹12 crore portfolio for clarity and long-term stability
I am a 42-year-old entrepreneur with a portfolio of around ₹12 crore spread across equity mutual funds (55%),…
I’m retired at 62 with a secure nest egg — do I still need a financial advisor, or should I cut the fees and go solo?
Imagine you’re 62, freshly retired after decades of diligent saving. Your financial advisor helped you build a seven-figure…
Valuations revert to the mean, but the mean is a moving target
Mean-reverting valuation ratios such as the price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, or bond-equity earnings yield ratio (BEER)—which…
Gold-equity ratio: Is it the right time to rejig exposure in bonds, Nifty 50 and Sensex-listed stocks?
Gold-equity ratio: Gold prices continued their golden run for the sixth week and climbed to a new peak…
AI can help with retirement planning, but It can’t replace a human advisor
The human advisors gave the portfolio a once-over and offered a simple qualitative assessment, while the AI offered…