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Wednesday, November 14, 2007

Investment Planning

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
Factors Affecting The Choice of Investments:
  • 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

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