Wealth Management Issue

Goal Planning & Investments

Possible Objectives or Goals for this Topic

Goal Planning & Investments

  • Determining your Risk Capacity, which is the amount of risk you need to take to accomplish goals by a specified date.
  • Create an automated savings plan to allocate money to your specific goals
  • Developing a bucketed savings approach, separating short, medium and long term goals and building a portfolio for each bucket.
  • Managing liquidity needs while maximizing returns.
  • Reducing systematic and non-systematic risk within the portfolio.
  • Developing a diversified savings plan that includes equity, debt and real estate markets.
  • Gaining broad exposure to the world markets.
  • Implementing risk reducing strategies to reduce losses during market corrections/recessions.
  • Implementing rebalancing strategy to reduce style drift.

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