Invest for long-term growth potential usually consider investing in a broader mix of assets and appropriate asset allocation. Clients that are investing for the long- term, rewarding retirement should anticipate and overcome the obstacles that comes up along our client journey.

Intermediate-Term: An intermediate term financial strategy outlines investment and other financial goals for any time between roughly 5 to 10 years for e.g buying home, college funding, or paying for a dream vacation.

Short-Term: Are used to preserve capital. They offer a low return, but access to the capital is relatively easy. This portion of your portfolio is e.g emergencies typical time horizon is 3 months to 12 months.


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