Entries by designmaster

Optimism in the time of Corona & money moves to make now

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. If this is the first time you have experienced a severe downturn, while you are invested in the stock market, recession 2020 is bound to feel crazy. Something […]

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How to choose a financial advisor? Here are 10 questions to ask:

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. In early January, Allison decided that this year was going to be the year where she took control of her finances. This meant that she would start investing […]

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When the economy gets sick

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Businesses hate uncertainty. As businesses from yoga studios, restaurants and movie theaters to hotels, cruise lines and even airlines shut down over the Coronavirus contagion, it has created […]

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Coronavirus: A lesson in dealing with a volatile market

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Just when you think you’ve become an expert in doing life, it throws you a curveball. Investors seemed to wake up to a similar curveball last week as […]

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What is tax loss harvesting and how does it save you money

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Lee started investing in the stock market last year. Early in February this year, he received a 1099 tax form from his financial advisor. It showed that he […]

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Backdoor Roth IRA – how to benefit from this tax loophole

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. What is a backdoor Roth IRA? A backdoor Roth IRA is a tax loophole that someone with a higher income can use to contribute to a Roth account. […]

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Parenthood: 5 financial planning must-dos for parents

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Natalie is a single mom of her two-year-old adopted son, Nirvik. As a nurse practitioner at a large hospital, Natalie had always been responsible but prior to Nirvik, […]

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How to get into the stock market? Is now a good time to invest?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Summary: If you have cash in the sidelines today, you might be wondering how do I get into the stock market. Is it too late for me? Is […]

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Investing for beginners: How do I start investing?

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Recently, I received the following message from my friend, Larissa. In talking to people about investing, this is a recurring theme I hear from many. In providing an […]

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Do you need a will or a trust? Read Mrs. No-Will’s story.

Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Mr. No-Will died suddenly and without a will. He was the chief financial officer of the family. Mrs. No-Will is an Economics professor at UC Berkeley, but does […]

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