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Historical Performance of Financial Assets - page 19 / 21

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Asset Allocation and Investment Objectives

Investment Objectives – the articulation of risk and return issues;  

Risk Tolerance

depends on many factors (insurance, cash reserves, dependents, age, time horizon, net worth, income)

Return Objective

can be absolute (“8% per year”) or relative (“1% above the S&P”);  Can also state return objective as a general goal

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