Survey reveals half of investors lack a tool that may greatly benefit them


Despite paying close attention to the stock market, most investors don't have a detailed plan for growing and managing their money.

Just three in 10 investors said they have a comprehensive wealth strategy or financial plan developed by a professional that is in great shape, according to a recent Philadelphia Business Journal survey, commissioned by The Haverford Trust Company. Another two in 10 have a plan but say they need to revisit it more frequently.

That leaves half of investors without…

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