Dr. Judith Gerhart, CFP
Certified Divorce Financial Analyst 
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Steps in the Right Direction
November 8, 2008
Step 1: Develop your personal investment and financial planning skills.
Step 2: Set your personal savings, earned income, and other financial goals.
Step 3: Assess your personal investment return and risk tolerance preferences.
Step 4: Diversify fully within financial investment asset classes.
Step 5: Allocate financial investments across the primary investment asset classes.
Step 6: Select financial investments rationally
Step 7: Reduce investment expenses and control investment taxation
Step 8: Insure against financial risks economically
Step 9: Monitor and adjust your financial plan time-efficiently
Step 10: Choose objective and competent investment advisers
By: The Skilled Investor
Posted by Judith Gerhart on November 8, 2008 | Permalink | Post a comment
Topics: Finance |
