Part II. Getting Started
In this part . . .
We lay the foundation on which you can build a solid portfolio by helping you set your unique investment parameters (for risk, return, constraints, and so on). In this part, you discover how to project your lifetime financial plan, as well as how to link your strategic investment decisions to that plan. In other words, you map out an investment strategy that's tailored to your own long-term goals. We also assist you in setting up your asset allocation, which flows naturally from your investment strategy. And we even give your process a kick-start by exploring some sample allocations.
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