Having a defined process will improve and enhance what you accumulate


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Van Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions, ontdekt door Player FM en onze gemeenschap - copyright toebehorend aan de uitgever, niet aan Player FM. Audio wordt direct van hun servers gestreamd. Klik de abonneren-knop aan om updates op Player FM te volgen of plak de feed URL op andere podcast apps.
Ray Baraldi of Sarian Strategic partners and Richard Flahive of HighTower Westchester discussed the 'accumulation phase' of every saver/investor's lifetime and how gathering, gaining and controlling assets is better and easier with a defined process, rather than some vague make-as-much-as-you-can idea. Baraldi noted that planning helps to eliminate stress and uncertainty that makes investors uncomfortable; Flahive added that planning -- especially for items that most investors overlook, such as taxes -- helps to maximize accumulation opportunities.

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