Scary business: investing the sudden large lump sum

Chapter one. The sudden large lump sum (SLLS)

Chapter two. Selecting a financial planner

Chapter three. The financial plan

Chapter four. The investment portfolio

Chapter five. Why active management?

Chapter six. Dealing with a bear market

Chapter seven. Annuities

Chapter eight. Charitable intent and donor-advised funds

Chapter nine. ESG considerations

Chapter ten. Legacy planning

Chapter eleven. The annual review.

Appendix. Questions to ask a potential financial planner.