Are your investments on track? The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.
In this seminar on Investment Planning, you will learn:
- Investment fundamentals, including the effects of inflation and compounding
- How to identify financial goals and time horizons
- How to measure your risk tolerance, and the relationship between risk and return
- The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation