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FINANCIAL PLANNING  |  October 27, 2000
Is Your Investment Portfolio Working Hard For You?
You can invest randomly, or you can develop a financial plan.

Is your investment portfolio working as hard for you as you worked to fund it? Are you following a reasoned, deliberate plan to meet your financial objectives, or is your portfolio a haphazard collection of assorted investments, randomly assembled with no clear direction in mind?

If you fit into the former category, congratulations! You're part of a rare breed. There aren't very many investors who take the time to develop a personal financial plan to guide their investment decisions, thereby dramatically increasing the odds of successfully attaining their goals. But if you fit in the latter category - well, you are not alone.
by Steve Bentler

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