- In determining your time horizon, each goal normally has a specific timeline for when money is required. Conservative investments compliment short time horizons, while equities are more appropriate for longer term goals of more than 10 years.
- Identifying and prioritizing your goals, these may include entrepreneurial ventures, education, home purchase or retirement preparation.
- Determining your risk tolerance defines your comfort level with risk will help to determine the mix of cash, fixed income and equity that is right for your portfolio.
- Understanding the investments in your portfolio., and knowing what you currently own enables you to determine whether you need to make adjustments to achieve your long-term goals.
- Determining where to invest next, once you’ve built a strong foundation for your portfolio.
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