Series 65: 5.2.3.2 Balance Sheet

Taken from our Series 65 Online Guide

5.2.3.2 Balance Sheet

The balance sheet, or breakdown of what a client owns and owes, is at the heart of both wealth accumulation and wealth preservation. The bottom line of the balance sheet is a client’s net worth, or their assets minus their debts (liabilities). If this bottom line isn’t growing, then no matter how much a client is

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