Asset & Debt ManagementThe 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:
a. Real Estate (primary and investment property),
b. Stocks and Mutual Funds (the split between large cap, small cap etc is a subset here)
c. Bonds and other fixed securities and annuities
d. Life Insurance plans
e. The famous “other” investments.
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