Investment Planning
Saving and investing for future goals.
Shrewsbury Financial Collaborative
Table of content
Investment Management
Investing is the act of committing saved money in order to earn a financial return (growth). The greater the return that is sought, the greater the risk that the investment must be subjected to.
The Details
Fixed Income Securities pay a fixed amount of interest over a fixed amount of time before the invested principal is returned.
Equities represent shares of ownership in companies with investment returns determined by dividends received and gains in the price of the shares.
Investment Risks are the factors that cause variability in investment returns.
Risk Tolerance is a measure of how much risk someone is willing to take for a given expected return.
Asset Allocation is the method for determining the optimal mix of assets classes to maximize expected returns for a given risk tolerance.