The process Was desinged to cover 6 Parts
1- Cash Flow
2- Taxes
3- Investments
4- Insurance
5- Retirement Planning
6- Estate Planning
All to often the Industry Cuts corners and focuses on the most profitable "product" areas and forget the rest
Seee side bar
Wednesday, January 26, 2011
Friday, January 21, 2011
mainstreet is newtonian and euclidian - wall street id fractual and chaotic
That's why economists have such a hard time trying to predict the markets - using the wrong models - models are too limited
Portfolio management is a systems of systems Modular and symmetry
Financial planning is a system of systems
Estate Planning is a systems of systems
Putting these two worlds together is MW/WM
Portfolio management is a systems of systems Modular and symmetry
Financial planning is a system of systems
Estate Planning is a systems of systems
Putting these two worlds together is MW/WM
Thursday, January 20, 2011
The Role of Main Street - The role of Financial Planning - The confusion of Wealth Management
Your role in the process the modular world and the ability to evolve instesd of Starting Over
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