In episode 12 on the Wilson Wealth Management YouTube channel, we continue our look at Investor Profiles. With the focus on an investor’s financial objectives and personal constraints.
This is extremely important in defining who you are as an investor. What you wish to accomplish in your wealth accumulation goals. What may be holding back your ability to achieve them.
Your financial objectives and constraints will also assist you in arriving at your Target Asset Allocation. An allocation that is unique to your needs.
In this episode, we address:
What are typical financial objectives for most individuals?
Why should you create a matrix to better match investments to an objective?
What are common personal constraints?
What is the relationship between time, risk assumption, and investment funding patterns?
Why should you utilize milestones to help stay on track?
If you would like to read a little more on this topic, please refer to my posts on “Investor Objectives” and “Investor Constraints”.
