Stone, Richard A.; Helmholz, Judi
November 1985
FE: The Magazine for Financial Executives;Nov1985, Vol. 1 Issue 11, p43
Trade Publication
The article highlights three investment strategies related to personal finance. One should begin developing an investment plan by examining his or her current finances: assets and liabilities, income and expenses. Next, one should determine his or her personal goals and objectives, considering why he or she is investing. Then, one should examine ones own personality to determine what type of investor he or she is. Once one succeeds in identifying his or her objectives, one can be ready to plan his or her trip.


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