Question: Describe the concept of investor timeframe and how that affects the way we manage their investment assets. In class we ve referred to this as

Describe the concept of investor timeframe and how that affects the way we manage their investment assets. In class weve referred to this as now, soon, and later. What do we do with clients portfolios when they have a need to take withdrawals now vs. soon (3-5 years) vs. later (10 years or more).

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