Avani Ramnani of Francis Financial joins ‘Power Lunch’ to share tax tips for investors as 2018 winds down.
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On this week’s edition of Bloomberg Finance, Peggy Collins and John Tucker speak with Avani Ramnani, financial planning director for Francis Financial, about how investing can be a lot like playing fantasy sports.
Read MoreAvani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Lisa Ambramowicz.
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On Monday, investors had to pick their jaws off the ground after the Dow Jones Industrial Average dropped a whopping 1,175 points (its worst one-day point drop on record), or 4.6%.
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-Review how much the fund is costing you.
-Check the holdings to make sure there are no surprises.
-Get info on managers: their outlook and possible changes in who is running the fund.
Q: How do I calculate ROI for a given time period?
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When managing risk across clients’ entire life spans, financial advisors have observed some common customer mind-sets — and associated risks — within each specific decade of life.
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