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10 Financial

Published on Nov 18, 2015

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PRESENTATION OUTLINE

1.

THE 10 (FINANCIAL) COMMANDMENTS

ANDY HART - @MAVENADVISER - @THEVOYANTIST
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2.

1 FINANCIAL PLAN

IS PARAMOUNT. A PORTFOLIO IS NOT A PLAN.
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2 PATIENCE

THE CAPACITY TO ACCEPT OR TOLERATE DELAY
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4.

3 INFLATION

BEST FRIEND. WORST ENEMY.
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5.

4 EQUITIES

GREAT COMPANIES. BUY THE HAYSTACK.
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5 DISCIPLINE

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6 AUTOMATIC SAVING

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8.

7 THE MEDIA

YOUR FINANCIAL FUTURE
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8 Negative Events World Service N.E.W.S

TODAY CRISIS ON YOUR 30 YEAR RETIREMENT PLAN
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10.

9 TAX

BIGGEST EXPENSES. CONTROL IT
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11.

10 - NEVER FORGET 1

A FINANCIAL PLAN IS PARAMOUNT.
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12.

NEXT STEP

MAKE A PLAN. LIVE A FULFILLED LIFE.
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Andy Hart