investment planning refers to the process of developing a strategy how to allocate your financial resources in investment vehicles

goals portfolio diversification risk asset allocation retirement income savings returns strategy longterm shortterm tolerance tax classes bonds real estate mutual funds etfs emergency fund inflation compounding contribution rebalancing financial advisor capital wealth volatility liquidity fees growth cash flow securities preservation investment horizon market timing vehicles management dividends dollarcost averaging taxefficient planning gains assessment policy building refers process developing allocate resources goal achieving objectives objectives