Wealth Management

WEALTH MANAGEMENT

Counsel, guidance, a critical friend, someone to help with strategy, project-manage stuff, suggest some solutions if that’s what’s needed — that’s what I call wealth management.”

https://www.ft.com/content/55e88800-1353-11e5-ad26-00144feabdc0

The major investment styles can be broken down into three dimensions: active vs. passive management, growth vs. value investing, and small cap vs. large cap companies. Walking through each one and assessing your preferences will give you a quick idea of what investment styles fit your personality.

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