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| Household financial plan design家庭理财规划设计 Abstract In the context of the rapid development of economy,the income of the majority of residents are increasing. Financial management has become another way for our families to increase income.However, the financial market is unpredictable.Due to the influence of certain unknown factors in the market,the financial market will face more risks in the future,and the family investor and financial planners in the financial market will also face greater uncertainty. How to optimize the investment portfolio so as to effectively avoid the risks causedby financial market fluctuations is one of the issues facing more and more families. This article takes ordinary Shanghai households in the growth periodas a foothold, based on assumptions about relevant economic indicators and the financial information and non-financial information of Mr. Wu’s family collected through investigations,and applies financial management tools to specific cases. On the one hand, we specify the process of Mr.Wu’s family financial planning, on the other hand,we’ll also evaluate the operability of the planning content of the article designed in reality. Key words: investment; stock; fund; financial advice |
