Over the years I’ve continued to take on the occasional client in my consulting business; helping a few small businesses, individual investors and the odd institutional investor.
Over the past 16 months I’ve been working with a couple whose intentions have been to build their own dividend growth portfolio for retirement after being with various financial advisors for years.
Portfolio Construction is one of the most daunting tasks an individual investor encounters when they begin to accumulate capital and plan to manage their wealth on their own. Investors commonly look to copy successful investors (such as Warren Buffett), subscribe to various investing products promising success or look for ideas in the media (talking heads) in print or television.
I think all investors have asked themselves the following questions Read More…