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JAMES PETILLO

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RE: Step 2 - Lesson 1: Recognizing Your Risk Tolerance and Allocation

Posted By JAMES PETILLO 07-10-2025 17:06
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Jenna, Thank you. That is the one. Jim ------------------------------ JAMES PETILLO ------------------------------

RE: Step 2 - Lesson 1: Recognizing Your Risk Tolerance and Allocation

Posted By JAMES PETILLO 07-10-2025 16:36
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Jenna, I have that worksheet. The one I can't find is the worksheet that is heading Monitoring Your Allocation. It has columns heading Current Allocation, Target Allocation, Difference, Acceptable Rate. It was the 1st item covered in the Webinar Monitoring Your Allocation. Thanks Jim -------- ...

RE: Step 2 - Lesson 1: Recognizing Your Risk Tolerance and Allocation

Posted By JAMES PETILLO 07-10-2025 16:01
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Jenna, I can not find the worksheet M Monitoring Your Allocation. Can you help me? ------------------------------ JAMES PETILLO ------------------------------