Frequently Asked Questions

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 A financial consultant will assist you to form a quality allocation that matches together with your goals and modify it as you become old or your goals change. At constant time, financial advisors can help you to safeguardyour assets, that becomes particularly necessary as you close to retirement r.

 In fact, there may not be a general rule of thumb for asset allocation, because it always depends on your financial aspirations and appetite for opportunities, which can be mentioned with your economic adviser 

 Asset allocation helps investors strike a balance between investing in the short term and investing in the long term. Minimize taxes - Different asset classes are taxed in different ways. By allocating investments between asset classes, investors can minimize their tax liabilities. These are all important matters to pay attention to when investing, and this is an ongoing process 

Although it always depends on personal preferences, we can divide financial goals into two categories, namely core financial goals and satellite financial goals. The main core financialgoals are: emergency fund plan, education plan, marriage plan, retirement plan, home purchase, etc.  satellite financial goals may be to buy a car, plan domestic or foreign vacations, and possibly more.

  In fact, there is no clear method for the investment period. It should always be based on your financial goals. For different purposes, the period will be different accordingly.