Personal Finance
AFA - Investment Strategy
- a framework for coordinating a variety of issues that affect your financial life
- this planning considers – cashflow, taxation, risk, giving, goals, legacy, investment, etc.
- click here to view our power point
Planning Your Investment Strategy
- in Affinity’s “Planning Your Financial Strategy”, investment management is highlighted
- here, we present a more detailed investment framework
- this framework considers
- the objectives & constraints of investing, as well as
- more practical issues
- purpose for the investments (income, retirement, etc.)
- matching investment mix (cash, bonds & stocks), risk & time horizon
- specific types of investments to consider
- click here to view our power point