Summary of Investment Goals

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Summary of Investment Goals

Wise investment decisions begin with the setting of clear realistic goals. To set your goals, identify the reasons for why you want to invest and the factors about yourself that will affect your investment decisions. When you choose an investment that meets your goals, you are already on your way to becoming a smart investor. Having clear realistic goals will help you avoid inappropriate and rash investment decisions.

Practical Ideas I Can Start with Today

  • List my investment goals for the short term, the medium term, and the long term.
  • Determine my risk tolerance. Use this calculator.

What you have learned

  1. Factors to Consider When Setting Your Investment Goals
  2. Investment Goals Need to Be Clear
  3. Investing for Current Income
  4. Investing for Growth
  5. Allocating Assets for Short, Intermediate, and Long-Term Goals
  6. Working with Financial Advisors

Find out what you have learned