White Papers

Setting Your Investment Goals: It’s Harder Than You Think

The right way to define your investment goals requires you to answer many important questions about your financial situation now, and your expectations for the future.  You must address the types and amounts of investment risks you are willing to tolerate.  You must also consider taxes on your investment income, inflation, investment fees, regulatory constraints and legal constraints that apply to your situation.  Properly defining your investment goals is a challenging task, but essential in order to achieve your definition of success.

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