This is the Correct Order…

Amar Pandit , CFA , CFP

May 7, 2021 | 2 Minute Read

Most people invest this way:

Portfolio comes First

Plan – Depends on the Market or Media

Goals – What the hell is this?

The wise ones follow this order:

Goals – Why?

Plan – How?

Portfolio – Finally What

The Why comes first and the How (Plan and Process) comes second. Portfolio always and always comes last.

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