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 #

    Here’s research from Standard and Poor’s – of interest is the persistence scorecard … https://us.spindices.com/resource-center/thought-leadership/spiva/

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

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

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  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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