Strategic Planning, Part II: Investment Management
Welcome back to our series on strategic planning for your personal finances. Today's episode is part II, and we're covering all things investment management.
We'll talk through what you need to do to put together a sound investment strategy for yourself, and the to-dos any investment manager should take (whether that's you as a DIYer, or an advisor who you hire to manage your assets for you).
This episode covers:
Ultimately, you should understand your investment stategy and why you set it, so you can stick to it when things get wonky in the markets (which is inevitable over time).
Finally, we'll give you the most important strategic planning advice for going through the process of setting up an investment management system that works for you: a good strategy, stuck with over time, is better than the "best" strategy you found only after trying multiple different things and interrupting your progress with each change.
Let's dive in and get into some investment management!
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