Building An Investment Portfolio
Provided by TechGirl Financial
In Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the conversation, we cover the importance of risk tolerance, diversification, re-balancing, and why it’s best to work with an advisor to develop your strategy and identify the appropriate investments.
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