image_pdfimage_print

Money Tips for Young Adults

On 05/21/2012, in Asset Protection, Cash Management, by Jordan Wilson

In my post, Money Lessons From One’s Twenties, we saw some financial mistakes made by S.L. Bathgate while in her twenties. We also saw how these errors impacted her later life. And how she is trying to get back on course to better cash management and wealth accumulation.

Ms. Bathgate has a decent plan to strengthen her fortunes.

But if I was advising Ms. Bathgate, I have a few suggestion to improve on her stated plan. 

Continue reading »

Keys to Portfolio Reviews

On 06/17/2011, in Investment Strategies, by Jordan Wilson

What are the keys to a successful portfolio review?

Depending on your investment skills and experience, you can assess a multitude of factors. But for most investors, there are some basics that should always be reviewed.

We have covered them in previous posts, but I shall provide a quick summary here. 

Continue reading »

Investment Returns Are Not All Equal

On 06/21/2010, in Investment Concepts, by Jordan Wilson

In Common Investment Returns we reviewed a few basic measures of returns.

In Assessing Investment Returns we looked at having to analyze returns within proper context.

Today we will see the need to look within the return itself when evaluating true performance.

This is because all investment returns are not created equal.

Continue reading »

© 2009-2017 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright