Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.
Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:
evaluate the current state of your finances and set goals for the future;
develop a target rate of return for your investment portfolio;
create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
avoid...
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world...