Posts Tagged ‘PLI’
Criteria for an Ideal Investmentby moneyre5
With most people, their short term decisions have some long term (often negative) consequences that they never knew anything about. This grid is an effort to overcome some of those shortcomings.
The left hand side gives us different criteria that people are looking for, whatever they do with money. Across the top are the most popular products they use to put their money in.
By taking a look at these it is easy to see which ones are important to you.
Nothing is exactly like it seems.
~Carl Peterson CFP MSFS CRPC