Purpose Driven Finances
We Go Anywhere—But Not Just Everywhere
28:16
Key Takeaways
Your portfolio should begin with the purpose of your money—not with an investment product or market index.
Two people with the same amount of money may need very different portfolios because their goals, income needs, time horizons, taxes, and ability to recover from losses differ.
A disciplined investment strategy should have a process for both growing capital and managing risk…