Robin Kuleck, an advisor with her own start-up firm, Kuleck Financial Planning, based in Emporium, Pa., believes there are three keys to successful investing: “Diversify, diversify, diversify,” she says.

To accomplish this for her clients, Kuleck relies on the 7Twelve portfolio method developed by Dr. Craig L. Israelsen, an executive-in-residence with the financial planning program at Utah Valley University in Orem, Utah, and a contributing writer for Financial Planning.

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