Three Steps to Plan Your Portfolio
by | Posted 3.27.2013 | Post Comment (No Comments)

All too often, because we’re all human and flawed creatures, we take the simple and make it unnecessarily complicated all too quickly. For today’s post, I’m suggesting investors consider some questions to help them plan their portfolios – questions I often revisit myself. I suggest there’s always time to get into the details once you’ve answered a few simple questions. Don’t kid yourself. Simple answers don’t always come from simple questions…

What kind of investor am I?

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