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Maintaining an investment portfolio

The process ranges from needs analysis to regular funds rebalancing.
Saturday, October 22, 2016 - 05:50

IVAN is a 35-year-old marketing executive. He is single and plans to get an apartment in two to three years' time for his wedding. He was referred to me as he wanted to invest some excess cash. The first thing I recommended was to go through a Financial Needs Analysis.

Ivan has an

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