Wealth Management www.ok8888.com

(214) 682-8888 Peter Wu www.ok8888.com

Clients

Thoughts on wealth management
Creating wealth takes discipline. Investors face many choices as well as dealing with the uncertainties of the financial markets. We believe there are some guidelines that can help investors. While we are not investment advisors, we share these guidelines with you to assist you in your efforts to understand how to create wealth.
Guideline One: Have a financial planIf you do not have a plan it is hard to know where you are going and whether you are making progress towards your goals.
Guideline Two: DiversifySound diversification is fundamental to risk management. To diversify risk, your portfolio should contain investments from a variety of classes.
Guideline Three: Optimal PortfolioRisk is unavoidable in investing. Controlling the amount of risk is essential to safeguard your assets and optimize your returns. Components of assessing your investment decisions should be evaluated in light of your investment goals.
Required investment return;
Risk tolerance;
Reason for the investment; and
When you will need your investment returns, (time horizon)
Guideline 4: Cost ControlsYou need to be aware of the fees and commissions associated with your investment.
Guideline 5: Real ReturnReal returns are a measure of the return of an asset. Real returns need to be calculated with inflation in mind.
Guideline 6: DelegationIf you do not have the time, the talent or the training to manage your own portfolio you need the help of a professional advisor.
Call Peter Wu (214) 682-8888 cell www.ok8888.com
777Realty@gmail.com