Prior to beginning work on this discussion, read Chapters 3, 6, and 7. Additionally, view the corresponding PowerPoints for these chapters. Developing solid financial goals is necessary to help you determine an investment strategy. Consider your financial goals. If needed, read Chapter 1 to help you formulate financial goals.
Having your financial goals in mind, contact a financial advisor from a financial institution (in person, by telephone, or online), and request some guidance on developing your personal portfolio investment mix or advice on strategies to help you meet your financial goals. In your discussion post, share the financial goals that you developed and the guidance you received from the financial advisor.
Your initial post must be a minimum of 200 words.
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