Attitude Makeover’s Post

M S Dhoni, a batting power house has made all of us think again that why does he really need to retire? His immaculate aura is just adding to his fan base. Channel your inner Dhoni and lead your goals to victory! Just as Captain Cool inspires his team with confidence and resilience, let's infuse our financial journey with the same charisma and determination. Inspired with his style, three Dhoni-inspired strategies to captain your financial ship: 1.   Like Dhoni's #calm demeanor in the face of pressure, maintain composure during #financialchallenges. Stay focused on your goals, assess situations rationally, and make decisions with a clear mind to steer through any storm. 2.   Dhoni's #strategic acumen is legendary, and so should be yours in financial matters. Analyze market trends, weigh your options, and make calculated moves that align with your long-term financial goals. 3.   Dhoni trusts his team to deliver, and you should trust your financial team too—whether it's your advisors, mentors, or even yourself. Surround yourself with trustworthy allies who support your goals and collaborate effectively to achieve success. #Gitanjalifinancialsolutions #financialadvisor #MSDhoni #financialplanning

🚀 Your financial aspirations are important. Schedule a consultation with our experienced agent to create a roadmap for success. Let's get started! 🌟 #FinancialGoals Click this link to make an appointment:

𝗪𝗵𝘆 𝗧𝗮𝗸𝗲 𝗮 𝗟𝗼𝘀𝘀 𝗪𝗵𝗲𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝘀 𝗮𝘁 𝗥𝗲𝗰𝗼𝗿𝗱 𝗛𝗶𝗴𝗵𝘀? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝘆 𝗜𝘁 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗬𝗼𝘂. As we approach the end of the year, December becomes a pivotal month for tax planning. There are several steps you can take now to optimize your tax situation when filing in the coming months. 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗧𝗮𝘅-𝗟𝗼𝘀𝘀 𝗛𝗮𝗿𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗮𝗻𝗱 𝗪𝗵𝘆 𝗗𝗼𝗲𝘀 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿? With the market hitting all-time highs, your investments may have seen significant growth. While that’s great news, it can also trigger tax implications. If you've made changes to your portfolio this year, you may have realized capital gains. Additionally, dividends from high-yield stocks and income from fixed assets are taxable. Now is the perfect time to assess your portfolio for potential tax-loss harvesting opportunities. By strategically selling assets that have underperformed, you can offset those gains and reduce your overall tax burden. Here are some areas to consider: 𝗥𝗲𝘃𝗶𝗲𝘄 𝗨𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀: Look for any lagging investments that may be eligible for sale to realize a loss. 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗬𝗼𝘂𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼: If your portfolio is heavily concentrated in one asset class, now may be the time to rebalance and make tactical shifts. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲: Rising interest rates have likely caused bond prices to drop. This could create an opportunity to offset gains in other areas. If you need guidance or have any questions about how tax-loss harvesting can benefit your financial strategy, let's connect! Book a strategy session today. https://lnkd.in/gG2typvd

We like to think people invest purely based on fees and performance. 📈 These fundamentals certainly play into decisions but advisors are missing a trick if they don't take values and emotions into account. Especially when offering that 'bespoke' service. 👐 🤔 The Psychology of Money by Morgan Housel highlights this and I'd seriously recommend it, especially for those in the sustainable finance space where the impact vs return myth is most prominent. 💰 🌳 📖 Engaging in understanding people's values is more important than ever with almost 70% investors stating they would pay more for a personalised service. Succession, legacy, and fiduciary duty all require a deep understanding of a client's long-term values. ✍ One of the core reasons why we developed the Etcho platform was to help advisors truly understand what a client cares about and ensure they are taking it into account in a simple and engaging way. If you're interested in hearing more, reach out below. https://lnkd.in/emQDBcsM #engagement #platform #sustainability #financialadvisor #values

Financial planning should feel comfortable and tailored to you. Hear how BJ found peace of mind and confidence working with Rosamond Financial Group.

Scott Galloway touches on alot of the things I get to discuss with advisers everyday on investing in an impactful 10 minutes. 4 Key steps for anyone to improve their future outcomes: 1. Start investing early 2. Stick with it 3. Invest in a low cost globally divisified portfolio 4. Pay off your debt Investing isn’t hard, having the right behaviour is hard

Abundance Affirmations Collection My mind is attuned to the frequency of wealth and success. Book your free clarity call now! - https://bit.ly/3X2NS3R

Financial planning is about identifying the life you want for yourself, and then making it happen. This is explored in the latest video from Acuvest Ltd. https://lnkd.in/e_PKxamA

🎤 Next month during our #FinanceFocus webinar, we'll be deep diving into topics relevant for Finance Directors and Business Owners want to prioritise their finances this year. And to kick things off, we'll have an economic update from Phil Eckersley, the former agent of the Bank of England. Don't miss out and register your place below ⬇️ #Webinar #Finance #ExpertPanel

It has been a while now that I have taken some interest in wealth management. While I devote a little time everyday, there is still much to learn and understand, but I am quite appalled at the level of misinformation & the mis-selling which goes on, how people believe what they hear, without any validation. There are many types of offerings in wealth management. One way to classify them will be - 1) Predatory (eg. % commission of AUM, stock tips, etc) 2) Naive (No sense of risk vs returns, etc) 3) Unethical (Pitching misinformation) If you have any questions on how to grow your money objectively and avoid getting trapped by the financial advisors/ finfluencers/ traditional institutions, you can reach out to me for a chat. As I continue to learn more, I will share more resources to help an average investor get better hold of their hard-earned money. Meanwhile, I can be reached here for any questions or just to say Hi ! - This link works - https://lnkd.in/gz2eAEN4 Below link/image may not work -