From planning to investing (Part 3 of 3)

design buildNow that the big picture of planning is understood (Part 1), then the larger questions of investing … or better put … the plan as to how to approach investing is addressed (Part 2), Part 3 can dive into details about the concepts that should go into developing a portfolio to support your overall plan in order to reach your goal more prudently and efficiently.



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4 Responses to From planning to investing (Part 3 of 3)

  1. Larry Frank, Sr. August 20, 2013 at 7:43 pm #

    Passive, or indexed, investing is basically taking a market based approach rather than try to pick and choose winners from within that same market. Here’s an article from an adviser who changed as he aged and gained wisdom

    And here’s research from Standard and Poor’s – of interest is the persistence scorecard …

    • Larry Frank, Sr. December 8, 2017 at 8:43 am #

      AdviceIQ site is no longer live for the linked article above.


  1. From planning to investing (Part 1 of 3) | Better Financial Education Blog - August 4, 2013

    […] Click to go to    Part 2     Part 3 […]

  2. From planning to investing (Part 2 of 3) | Better Financial Education Blog - December 8, 2017

    […] Here’s Part 1 of this series and Part 3. […]

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