What do the firms say about their asset allocation strategy

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Reference no: EM13924626

1. What information is necessary before a financial planner can assist a person in constructing an investment policy statement?

2. Use the Internet to find the home pages for some financial-planning firms. What strategies do they emphasize? What do they say about their asset allocation strategy? What are their firms' emphases-for example, value investing, international diversification, principal preservation, retirement and estate planning?

Reference no: EM13924626

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