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4. Research Potential Candidates for Financial Assets and Select the Assets Most Likely to Help You Achieve Your Goals

In this step, you determine which assets would likely deliver the return you need to achieve your goals. The next section discusses the process of choosing financial assets.

 

‹ 3. Calculate the Target Amount for Each Asset Class in Both Taxable Accounts and Retirement Accountsup5. Purchase the Assets and Compare the Actual Portfolio with the Target Portfolio ›


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