Step 1 – Define your Long Term Goals and Values

measureInvestment policy begins with identifying the reasons for investing. From the vision of what you want to accomplish comes the policy.

The following are often listed as long-term goals and values.

  1. The endowment of a long, comfortable, and worry-free retirement, without a compromise of lifestyle and no real concern about ever running out of money.
  2. The ability to intervene meaningfully in the financial lives of your children, during your lifetime and/or in the form of legacies
  3. The ability to fund, in whole or large part, the education of one’s grandchildren.
  4. The capability to provide quality care to for your parents in their later years.
  5. The ability to make a positive difference in the lives of family, friends, associates and community.
  6. The ability to make a meaningful legacy to a much-loved school, church or charity.
  7. The intellectual ability to understand the world in which we live.
  8. The attainment of power over my environment and those who live in that environment with me.
  9. The creation, ownership and control of a business or enterprise.
  10. The ability to fund, in whole or large part, the education of your children

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