This can seem like a daunting task with so many investment choices available today. I’m not prepared or allowed to give advice to the general public in this forum. Most importantly, I don’t know who you, what you want to accomplish, your resources, time horizon or...
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...