Investments
Properly investing financial resources is a requirement for maintaining your financial health.
Financial resources include stocks, bonds, mutual funds, Exchange Traded Funds, Real Estate Investment Trusts (REITs), rental real estate and any other assets that provide for income or growth.
Financial Abundance Guide provides guidance on:
- Asset allocation, accounting for up to 90% of investment performance.
- Determining your tolerance for investment risk.
- Equity investment diversification by company size and by value versus growth.
- Fixed income (bonds and bond funds) investments.
- Evaluating yields of tax exempt bonds versus taxable bonds.
- Using fee-based or commissioned based financial advisers.