This week, Scott Francis & I conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.
The presentation looked at:
- The habits of building wealth
- Building an investment portfolio
- 3 Key decisions:
- Asset Allocation
- Keeping fees low
- Active v passive investment approach
- A synopsis of the current market situation and the impact on building portfolios
We have uploaded the Power Point presentation to our website for those interested - Simple Steps to Financial Success in the Current Climate.
Regards,
Scott Keefer
