Discuss how an individuals investment strategy may change, Portfolio Management

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Discuss how an individuals investment strategy may change

1. Discuss how an individual's investment strategy may change as he or she goes through the accumulation, consolidation, spending, and gifting phases of life.

2. Why is a policy statement important?

3. Use the questionnaire "How much risk is right for you?" (Exhibit 2.4) to determine your risk tolerance. Use this information to help write a policy statement for yourself.

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Portfolio Management: Discuss how an individuals investment strategy may change

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Portfolio Management: Discuss how an individuals investment strategy may change

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