Common Investment Goals

As part of our exploration of why investors–including your clients, advisors–find it difficult to accurately list their goals, here are some common goals that investors have.

1)      Have an active retirement, full of travel

2)      Have a low-key relaxing retirement with my family

3)      Leave a substantial legacy for my children

4)      Make a major difference in the lives of disadvantaged people, by donating heavily to charity

5)      Save for my child’s education

6)      Buy a new house

7)      Retire early

8)      Start a new business

9)      Get married