Goals

The most important issue in overall personal financial management is to manage for a stable balanced or positive net cash flow. This is usually achieved by establishing a diverse asset portfolio and control for liabilities and expenses. This site is mostly concerned with investment and trading of equities. It is a very important part of the overall financial management. But need to be examined in the context of the big picture of overall asset portfolio. Having a reasonable goal and a sound plan for each component of the overall asset portfolio are very important for the success in managing personal finance.

Periodically assessing the projection of the cash flow balance in general and the performance of the equity investment in particular is the key. Follow the submenu for more details.


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