The process of placing money in some medium such as stocks or bonds in the expectation of receiving some future benefit. Speculating – a form of investing in which future value and expected returns are highly uncertain.
The Most Frequent Investment Objectives :
- Enhance current income
- Save for major purchase
- Accumulate funds for retirement
- Seek shelter from taxes
Establishing Investments Goals :
- What will you use money for?
- How much money do you need to satisfy your investment goals?
- How long will it take you to obtain the money?
- Are you willing to make the sacrifices necessary to ensure that you meet your investment goals
- What will you use money for?
- How much money do you need to satisfy your investment goals?
- How long will it take you to obtain the money?
- Are you willing to make the sacrifices necessary to ensure that you meet your investment goals