Write 400–600 words that respond to the following questions with your thoughts, ideas, and comments. Be substantive and clear, and use examples to reinforce your ideas. Please have 2-3 references APA format with original work- I will check the work to make sure it is original.
Discuss your own individual portfolio investment characteristics. This discussion should address the following:
- Situational profiling
- Source of wealth
- Measure of wealth
- Stage of life