Investments

The first step in investment management is strategizing. To do that you must have a solid understand of your current situation plus where you are trying to get with your finances. Only then can you connect an investment strategy that fits with your situation and plans.
The most important part of the investment strategy is the clarification of return objectives, risk tolerance, and other factors such as investment taxation, near term cash needs, and estate planning considerations that together combine to form a framework for the way your investments ought to be managed. It is that framework that is the critical key to your investment management success.