Steps to successful portfolio management (Part 1)
Ask any professional investor what the hardest part of portfolio management is and 99 per cent will answer: "Discipline". They must have the ability to stay the course in a set and proven methodology, since making investment decisions is by far the greatest challenge an investor faces. Why is this so difficult? Because as human beings, we are trained to look for trends that don't really exist, to...Steps to successful portfolio management (Part 2)
Step Four - Portfolio Monitoring/Reporting
Establishing a portfolio and putting each of the investment specialists in place is only the beginning. Your portfolio has to be continually monitored to ensure that it always meets your objectives. Some of the monitoring that must be conducted on a regular basis is:
* Portfolio composition analysis focused on security categorization
* - a...
Do you have an estate directory?
Have you ever thought about what would happen in the event of the untimely death of a family member? Of course not. This is a topic most will avoid ever thinking about. On top of that, few families speak openly and honestly about finances on a regular basis. We tend to assume that our spouses and children know where the money is kept and whom to contact should tragedy strike. However, the fact is...
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