A Portfolio Is Not A Plan

a piece of the puzzle - a portfolio is not a plan

Many folks have been contemplating their next steps for quite some time and they’ve built up savings and investments in preparation for this next stage. But having a portfolio is only part of the picture. Knowing how they’ll use that portfolio to fuel this next phase is critical.

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What Your Net Worth Does – And Doesn’t – Say About You

Your financial net worth is the sum of all of your assets, less the sum of all of your liabilities. Essentially, this number is the result of building your personal balance sheet. But does a higher net worth mean you’re more likely to meet your financial goals? Let’s consider what your net worth does – and doesn’t – say about you.

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