Setting Investment Objectives to Reach Your Goals – Introduction to the Investment Process

Topic 1: Introduction to the Investment Process

Investing is not haphazard. Beating the market is not a science and timing matters. View the video presentation. A text of the video presentation is below, if you would like to review.

Supporting documents:

Introduction to the Investment Process

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1. Introduction to the Investment Process

2. Determing Investment Objectives

3. Setting Your Investment Objectives

4. Understanding Your Risk

5. Returns vs. Risk

6. Implementation: Manager Selection

7. Ongoing Evaluation