Episode 28: What Are Your Investment Objectives?

Jun 3, 2022

So far it has been anything but smooth sailing with our economic landscape. From inflation to global conflicts, sometimes the most difficult thing is to understand how to stay centered with your investment objectives. On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, talk about the basics and when to stay the course or consider adjusting those financial sails.

Here are just a handful of the things that we'll discuss:

  • The importance of identifying what you’re trying to accomplish before investing.
  • Whether you will need most if not all the money within a certain window of time.
  • Determining how liquid your other assets may be.
  • Do you need to review your risk tolerance?




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