Series 65: Time Horizon

Taken from our Series 65 Online Guide

Time Horizon

Time horizon is important and highly relevant when determining a client’s portfolio. As an investment consideration, time horizon is highly connected to risk tolerance and need for liquidity.

An investor with a short time horizon may not have sufficient time to recover from an investment misstep. Moreover an individual with a short investment horizon may need to have his money available to use quickly. This probably means it should be invested in something highly liquid. In such a situation, for example, a portfolio might consis

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