5 Detailed Steps to Design an Investment Portfolio for Any Stage in Life
To meet your long-term goals, you need an investment strategy that you have confidence in and that you can put into practice. Unfortunately, many Americans lack this ability, which means they end up with a collection of investments rather than a coherent approach that will help them achieve their goals.
Without a road map for your portfolio, you won’t get to where you want to be. Saving and investing are necessary to achieve big-picture goals, such as buying a home, sending your child to college and achieving a sustainable retirement income. It’s much easier to achieve those goals with a road map that includes a step-by-step plan that you can easily execute.
The process I recommend to anyone hoping to achieve their
