Financial Tech

475 words, 2 pages

Intro Sample...


e., I should be able to look at your summary and see your asset allocation mix including specific mutual funds or ETF’s, time horizon, targeted rate of return, appropriate benchmarks, etc. There are several resources to identify funds online like Yahoo! Finance’s ETF screener, or in the market tables of the Wall Street Journal or Barron’s newspapers under Mutual Funds and Exchange Traded Portfolios. Again, you must neatly and concisely summarize your financial plan on the last page of your report, using as little narrative as possible, i.e. you should use bullet points or charts wherever possible. You have just over 2 weeks to complete the project, and I would encourage you to contact me with any questions that you may have, in the interim. Good luck! View More »

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