Strategy for How to Invest on Project 2

Strategy for How to Invest on Project 2 - Strategy for How...

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Capacity Core Needs Higher Portfolio Risk Strategy for How to Invest on Project 2 1) Over the long run stocks have a much higher return, put stocks in a retirement fund 2) If you are old – put bonds in retirement and stocks into investment 3) Put Munis into the investment account a) Might as well make them all CA munis so you don’t have to pay any taxes 4) Things that affect risk tolerance a) Age, number of dependents, income and wealth, education, marriage, financial goals, Time horizon, planned expenses like a house or college tuition 5) Time horizon Short Time Long Time High risk tolerance Moderate Very Aggressive Low Risk Tolerance Very Conservative Moderate 6) Hierarchy of retirement Needs a) 7) Risk Tolerance Levels a) Capital Preservations – 1 b) Cosnervative Income - 2 c) Income Growth – 3 d) Balanced – 4 e) Growth income – 5 f) Conservativce Growth – 6 g) Moderate Growth – 7 h) Dynamic growth – 8 i) Aggressive Growth – 9 j) Ultra-Aggressive Growth – 10
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Strategy for How to Invest on Project 2 - Strategy for How...

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