Call us today:
858-875-2800

Thursday, September 20, 2018
|

Asset & Debt Management

The subject of Asset Management Strategies and the concept of the “Velocity of Money”  includes a general understanding of portfolio management strategies so that for each person’s personality type there is a range of assets that the person’s portfolio should be in.  The categories of asset management are:
  1. Real Estate (primary and investment property),
  2. Stocks and Mutual Funds (the split between large cap, small cap etc is a subset here)
  3. Bonds and other fixed securities and annuities
  4. Life Insurance plans
  5. The famous “other” investments. 
10620 Treena St #230 San Diego CA 92131
Copyright © 2017 Insider Mortgage Corporation. Designed by lionmts.com. All Rights Reserved.
California BRE license #01193796 | NMLS license #254876