Author - Paul Staib, CFP®, MBA

1
The 3 Levers That Lead to Wealth

The 3 Levers That Lead to Wealth

Now is the time to start making adjustments in your portfolio – and even in your daily life – that can help keep you moving towards your goals.

Let’s quickly review the three fundamental levers that impact your personal wealth:
1. The return you earn on your investments
2. The amount of money you save
3. The amount of time you allow your money to grow

Let’s look at each of these in more detail.

1) INVESTMENT RETURN
The composition of your investment portfolio – asset allocation, quality of holdings, level of diversification and annual fees and other costs – …

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