Personal Finance Essentials
Investment Management
Building Lasting Wealth
for Your Lifestyle
It’s not about getting rich quick, picking “hot” stocks or “playing the market.” Instead, proper investment management is a comprehensive approach to helping you accumulate sufficient wealth to achieve, maintain and protect your lifestyle for your entire life.
Indeed, the day will come when the paycheck you earn at work stops – perhaps because you decide to retire, or perhaps you’re forced to stop working (due to disability or being laid off). This is why it’s essential that you set aside some of your current income – so you can spend it in the future when you’re no longer earning a paycheck.
So, there are just two questions you need to answer: How much of your paycheck should you set aside, and how should you invest that money?
The first question is answered by the financial plan you’ve created (see Financial Planning). The second question is answered here.
The Most Widely Accepted Approach to Investment Success
Thousands of academic studies have reviewed hundreds of years of performance data for every asset class and market sector, and one approach has emerged as the most reliable for most investors wishing to accumulate wealth over time. This involves:
Quick Quiz
