Highland Capital Management Learning Center

Resources to help you understand your financial picture, personal goals, ideas about money management and more.

Assessment Tools
	Diagnose your current financial picture How well does your current method of handling finances match your situation and needs? This quick, 10-question Wealth Clarity Diagnostic (tm) provides a useful snapshot.
	Discover your Ideal Outcomes (tm) Before developing a financial plan, you need to identify the outcomes you want. This seven-page questionnaire helps clarify personal, professional and financial goals.
	My Life Story (tm) A simple, fun, and easy way to set goals for your life. The five-step exercise called My Life Story (tm) represents the expression of the choices you are making about your life.
Divorce Resources
	The 3 Ms of Divorce--Myths, Mistakes and Misconceptions
	What Makes Divorce Different From Other Major Life Changes?
	Getting On With Your Life After Divorce
Investment Resources
	Benefits of Diversification Review of various investment strategies under several historical return assumptions.
	Primer on TIPs Provides a valuable review of a interesting investment vehicle in this economic climate.

Consumer Protection Topics
	Regulation and Oversight The role of the Securities and Exchange Commission, disclosure, auditing, conflicts of interest and errors-and-omissions insurance in protecting consumers from the financial management disasters often reported in the media.
	Internal Checks and Balances How a system of checks and balances helps maintain accuracy and transparency in client accounts.
	Limited Power of Attorney What a financial manager can — and can’t — do on a client’s behalf.