![]() There are no guarantees that the investment strategies mentioned will achieve their objectives. Investment planning and supervision can be time-consuming, but knowing a long-term investment plan is in place may help with your financial goals.īecause this process takes time, Stifel has designed various services to help investors with many of the details involved in investment planning and supervision.Īsset allocation and diversification do not ensure a profit or guarantee future results. ![]() Periodically reviewing that plan and making adjustments for changing financial objectives. Developing an investment plan offering the greatest potential opportunity for pursing your financial goals ģ. You can take control of your financial future by:ġ. How successfully you invest your money may determine how you live during retirement.įew things are more vital than knowledgeable investment planning. That amount will remain constant as long as the variables do not change, such as employment. One can potentially determine how much money can be accumulated over a lifetime from employment or other sources. If part of a portfolio is not taken into account, a false picture will be presented. The entire asset base must be considered. Any information discussed with Stifel Financial Advisors is kept confidential.Īfter the long-term goals have been defined, all that remains to be done is deciding the right mix of investments. A discussion of financial objectives and goals will provide an understanding of what hopes to be achieved. Setting specific goals is the most important step taken when developing your plan. The map, like the plan, isn’t useful until the destination has been decided - or in the case of investing, the long-term goals defined. Like a road map, an investment plan directs to a destination. Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. We have developed several services that are designed to help investors with many of the time-consuming details involved in investment planning and supervision. Stifel encourages investors to take control of their financial future. The future belongs to those who plan for it.
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