Long-Term: Investing for long-term growth potential usually considers  a broader mix of assets and appropriate asset allocation. Clients that are investing for the long-term, like a 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 e.g buying a home, building a college fund, or paying for a dream vacation.

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


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