Return is the only important consideration when establishing investment objectives.
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Q8: The spending phase occurs when investors are
Q9: Long-term, high-priority goals include some form of
Q10: Investing 30 to 40 percent of your
Q12: It is essential that both the client
Q13: Investment planning is complicated by tax concerns.
Q14: The gifting phase is similar to, and
Q15: An appropriate investment objective for a typical
Q16: The typical investor's goals rarely change during
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