Grandchildren: Develop An Investment Plan

Develop Strategic Portfolio Plan

Laying out an investment philosophy is another step in the process of living a disciplined life.  Take control rather than letting situations control you.  After obtaining a solid liberal arts education, branch out and educate yourself to the world of investing.  It is not as difficult as many on Wall Street would have you believe.  Read the Top Ten Investment Books recommended on this blog.

After saving a nest egg to invest in equities and bonds, lay out an investment plan.  Develop a Strategic Asset Allocation plan for your portfolio.  Assume the plan will evolve as new knowledge is obtained.  Readers can gain a head start by examining many of the portfolio examples that dot this blog.  Take advantage of the information available.