Investment planning is a complex undertaking that should be approached differently in the case of each individual’s or family’s particular wealth management needs, expectations, and constraints. By working closely with an advisory team, you can select investment strategies best suited to your situation and risk tolerance, supporting your goals for both today and in the long term.
Read our chapter on Managing your investments
In this atmosphere of prevailing uncertainty and global economic interdependency, you need an investment strategy that is steady, yet flexible enough to capitalize on new opportunities when and where they arise.
In working with your investment advisory team to set your investment goals, be sure to consider a mix of near-term objectives, like buying a home, and long-term goals, such as funding your children’s or grandchildren’s education or inheritances.
Because much of the world market capitalization for equity investments is outside the US, cross-border investing is an important component of diversification. There are many methods for investing internationally, with varying levels of complexity and risk.
Asset location decisions are often very complicated. Before you decide which asset location is most likely to help you meet your goals, you must take into account many variables besides income taxes.
