Ed discusses portfolio models and why we need them.  He talks about Time Value of Money and asset allocation and diversification into multiple asset classes.  Ed then analyzes the common traits and habits of wealthy people.  He then looks at mid-year tax strategies to consider including a review of your tax liability for the current year, considering a tax status change, amortization of Research and Experimental expenditures, budgeting for larger chartiable donations, and considering means and entertainment. 

You can reach Ed Storer and the team by calling 800-593-8188.

The Wealth Training Academy

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