Every asset allocation program, properly made, will have investment…
Every asset allocation program, properly made, will have investment classes throughout the risk universe. The point of investor allocation is to manage this risk universe by maximizing growth of the overall family financial balance sheet while minimizing the growth of the individual portfolios most likely to be the next to be subject to estate tax.
— from The Flight Plan (Purpose/Wisdom/Risk) · Complete Family Wealth by James E Hughes Jr., Susan E. Massenzio, and Keith Whitaker
Also belongs to
- Expanding Your Range (Growth/Change/Education/Learning/Habit)
- Family & Parenting (Family/Parenting)
- Enjoy the Flight (Living/Balance/Happiness/Passion)
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