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Introduction to Investment Strategy

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Your investment strategy should be aligned to your investment goals. Learn the big issues to tackle when crafting your strategy.

What you will learn

  • Investment Goals and Investment Strategy
  • Investment Strategy and Economic Factors
  • Investment Strategy and Risk
  • Investment Strategy and Taxes
  • Investment Strategy and Trading Securities

What do you know?

Introduction to Investment Strategy

What are the right investments for you? How do you build a portfolio that makes your money perform the way you need it to? Before you invest, you need an investment strategy that will guide your decisions and determine how you will assess your results. There are several aspects to investment strategy, including the overall economy, risk, taxes, and more. Your investment strategy should also be aligned to your investment goals.