Building a Portfolio


We finally get to the point where we can discuss the actual structure of a portfolio after taking into account the other topics covered with Mr Fee. Long term financial planning, the personal side of the issue, perfect planning with Pension TRAC™, behavioral economics, selling a business and risk tolerance and investing. Tom shows us how to take, risk, tolerance, time factor by category of monies, investment goals, complexity of investment options and diversification into account in building a portfolio.


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