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Latest Posts
Thumbnail for Teaching Your Kids about Financial Literacy!

Ellen speaks with Robin Taub, CPA and author of The Wisest Investment, Teaching Your Kids to be Responsible, Independent and Money-Smart for Life about tips and techniques on how to educate children and teens about financial literacy.

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The exclusive report from 5i Research contains over 20 hard-to-find charts and sought-after information, only a click away. Free, this report is updated every three months and will be sent to you automatically.

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Portfolio strategy is a blueprint which investors use to create their optimal portfolios to achieve their financial goals. The strategy can take various forms for different investors. Some investors might be passive investors, tracking indices and markets, while others might take on a more active approach selecting and picking funds or stocks that match their view. A strategy, ideally, must also define when and how often would an investor rebalance their portfolio, time horizon, liquidity needs, and risk tolerance.

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An investment strategy defines and guides investors on selection of an investment portfolio. The guidance is based on investment goals, future needs, risk tolerance and personal preference. While there can be many types of strategies, there are five broad categories an investor can fit in.