I have sat around hundreds of kitchen tables with my clients and near-clients, explaining my belief that their personal dreams of retirement or sending their children to college could be accomplished by following a discipline of saving and proper asset allocation. I believe in the power of building a prudent portfolio based upon the needs and risks of each individual client.
- Chapter 6 The Importance of Portfolio Management and Alternative Assets
- from Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond
- Publisher: McGraw-Hill
- Released: October 2017
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