Call us today:
858-875-2800

Call us today:
858-875-2800

Thursday, November 22, 2018
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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. 
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
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