Setting Out An Investment Roadmap

How to identify your investment strategy and goals

ANY LISTED company has a strategy outlining where that company wants to go, and how and when it is planning to achieve this. The same can be said about an investor looking to achieve long-term financial success.

As an investor and saver, you should know where you want to go (identify your goals), how you are going to achieve this (investment and savings strategy), and the time frame associated with those investment and savings goals.

Having a set plan in place can help you stick to your strategy, stay the course during periods of uncertainty, and ultimately reach your long-term goals within the desired time frame. The steps below will…