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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. 
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