Introduction to How to Juggle Different Investment Goals

Introductory investor education covers setting goals, getting a handle on risk, and building a portfolio. But as your life changes, so will your goals.

Say your financial goal right now is retirement. But what happens if you have a child two years from now? Paying for college will become a goal, too. And maybe buying a larger home three years after that. Or paying for a parent’s long-term care. Most investors eventually have multiple investment goals.

This course, in particular, offers general guidance for how to invest for more than one goal.