How to Invest Successfully

by Invisor Last updated on October 31, 2014

Investors often feel frustrated with their investing experience. In most such cases, it is because emotion gets in the way of their decisions as people react to rumours, opinions or ideas not thoroughly researched (or ideas backed by no research at all), which tend to do more harm than good.

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Introducing Invisor for Goal-based Portfolio Management

by Invisor Last updated on October 31, 2014

It was in the summer of 2013 that I was planning to get a new mini-van to replace my old workhorse. I’d set up an appointment with a personal banking associate at my bank to review the various financing options available to me. As the meeting was wrapping up, the associate told me that I was ‘eligible’ for financial planning services offered by the bank.

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