Asset Allocation and Its Ever Changing "Mix" Are
Once we know your feelings and time horizons, we will then show you the Generic investment classes that you should be making for any of your investment goals.
A different portfolio would be indicated if the goal is short term versus long term. A different portfolio still will be dictated if you ultimately need money in a lump sum to buy a car or put a new roof on your home, spread out over a few years to pay for college, or last a lifetime for retirement.
Think about each of your goals and complete the following short questionnaire to the best of your ability. The answers will be tabulated to arrive at the appropriate type of portfolio ranging from a conservative income portfolio, to an income, to a conservative growth, to growth, to an aggressive growth.