If you’re wondering how you can possibly put all these different investment strategies into place, relax. That’s not the point.
For example, having an income-producing strategy is important at some time in your life, but not at all times. Tax efficiency matters if you’re making taxable investments. But you don’t have to plan to avoid tax liability if most of your assets are in tax-deferred retirement plans or education savings accounts.
What’s essential is identifying the investment goals that are important to you now and the strategic decisions that will help you meet them. As your goals or your approach to investing change, so will your strategies.
Gail Dudack,
Managing Director,
Dudack Research Group
Gail Dudack, 