Finding a successful money management strategy is an important part of financial planning. John O’Connor, president and chief investment officer of 3-D Asset Management, talks about Separately Managed Accounts and how this works as a financial strategy in this short video. Video length 14:14.
Finding a successful money management strategy is an important part of financial planning. John O’Connor, president and chief investment officer of 3-D Asset Management, talks about Separately Managed Accounts (SMAs) and how this works as a financial strategy in this short video.
Douglas Goldstein, CFP, is an investment advisor and author of Rich As A King: How the Wisdom of Chess Can Make You a Grandmaster of Investing.
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