Discuss how an individuals investment strategy may change

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Reference no: EM13924634

1. Discuss how an individual's investment strategy may change as he or she goes through the accumulation, consolidation, spending, and gifting phases of life.

2. Why is a policy statement important?

3. Use the questionnaire "How much risk is right for you?" (Exhibit 2.4) to determine your risk tolerance. Use this information to help write a policy statement for yourself.

Reference no: EM13924634

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