AssetMark co-founders Ron Cordes, Brian O'Toole and Richard Steiny recently updated and released the second edition of The Art of Investing & Portfolio Management: A Proven Six-Step Process to Meet Your Financial Goals.
Each chapter offers up-to-date analysis of how to design, implement and maintain an investment plan that will help investors leverage the insights and strategies of the most skilled and successful investors in the business and focus on the long term.
For more information on how you can integrate The Art of Investing & Portfolio Management into your practice, contact your Regional or Internal Consultant. |
Your time is valuable, advises John Girouard, president of Capital Asset Management Group in Washington DC. Charging for your financial planning expertise shifts the focus from "closing the sale" to offering objective advice.