By Ed Mendlowitz
The CPA Trendlines Practice Doctor
Investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.
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Many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. Then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.