11 min

Ep 30 - DIY Financial Planning - Investment Management Your RADIANT Money Show

    • Investimentos

Investment management is one of my favorite topics! The second is taxes..There are 2 big myths about how financial advisors manage a client's investment that are good practices for you to follow when building your own portfolio:.1. Think like an investor (hold investments for the long term) and not like a trader (hold investments for the short term). 2. Do not create a portfolio of random stocks. Use Exchange Traded Funds (ETFs), or Mutual Funds instead to diversify th...

Investment management is one of my favorite topics! The second is taxes..There are 2 big myths about how financial advisors manage a client's investment that are good practices for you to follow when building your own portfolio:.1. Think like an investor (hold investments for the long term) and not like a trader (hold investments for the short term). 2. Do not create a portfolio of random stocks. Use Exchange Traded Funds (ETFs), or Mutual Funds instead to diversify th...

11 min