Aligning Investments with Goals: A Key to Financial Success
Outlook Money|March 2024
Long-term, goal-based investments always yield better in the distant future over the short term, as they allow you to navigate the market risks more comfortably and reach your financial objectives.
PRADEEP HOSMANI,
Aligning Investments with Goals: A Key to Financial Success

In the world of investing, one of the most common mistakes individuals make is prioritizing returns over aligning investments with their specific financial goals. This approach often leads to suboptimal outcomes and can hinder long-term financial success. By shifting the focus to aligning investments with goals, investors can develop a more strategic and effective investment strategy that maximizes the likelihood of achieving their objectives.

Understanding Goal-Based Investing

Goal-based investing involves identifying and prioritizing specific financial objectives, such as buying a house, saving for retirement, funding child’s education or marriage, creating a charitable legacy and the likes. Each goal has its own time horizon, risk tolerance, and requires a unique investment strategy.

この記事は Outlook Money の March 2024 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

この記事は Outlook Money の March 2024 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

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