Author : Alannah Hovell.
Published : Mon, Apr 15 2019 :10 AM.
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The first step in creating an investment strategy is to understand your current situation and decide what you want to accomplish with your portfolio. Together we will determine your investment goals, risk tolerance, and time horizon. We will ask you questions about your current investments, the amount you plan to invest and your investment timeframe, the level of risk you’re comfortable with, and the return you expect from your portfolio.
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