Personal Financial Planning Tips : How to Create an Investment Portfolio
When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:47
Recommended Reading
- Financial Retirement Planning, A First Look
- Who is the best company to go with for financial planning?
- Financial planning 101
- Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, Houston
- CFP Board’s Financial Planning Clinic – Boston, 2007
- Succession Planning Blueprint (ebook)


