A Look at Purposeful Investment Portfolios for Entrepreneurs

An entrepreneur friend of mine who runs a wealth management business has all his personal investments in cash, in order to balance out the correlation to stock market of his startup. The awareness for diversification is good, though his money can be doing much more.

“Think of your money as your partner,” sage advice from Professor Charles Lee of Stanford Graduate school of Business, “your portfolio is supposed to work hard as you work hard.”

 

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