Reviewing your Investment Objectives for 2023

The onset of a new year represents an ideal occasion for investors to take the important time to review the objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). Moreover, this then determines the asset allocation (cash, fixed income, stocks, other), portfolio diversification, income generation, risk and tax positioning.

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3 Bucket Approach for Retirement Planning

 

There are several strategies used to generate retirement income. One of those is the bucket theory of investing, which basically requires investors to contribute to three different buckets. There are variations to this bucket strategy of investing, so we encourage investors to find the right three-bucket approach for their specific needs.

 

Read on to learn more about one approach…

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Learn to Understand and Manage your Risk Tolerance

 

Make 2022 the year you learn to understand and manage your risk tolerance.

 

The beginning of a new year is an ideal time to evaluate your investment portfolio. Make time these first few weeks of 2022 to first review your long-term goals. This can be anything from finally tackling debt or building your emergency fund to stashing away money for retirement.

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