If you work with an investment adviser, that person also will need to know your investment goals. Another important consideration when discussing investment goals is priority. Most people have goals which fall in two or more of the above categories. Depending on their situation, one goal will have priority. Time Available For Working With Investments .
Investments take different amounts of time to manage.
Even a C.D. sitting in a safe deposit box takes management time. Your Knowledge of Investment Alternatives . Investment advisers recommend investing in what you know about or are willing to learn about. Even if you work with an investment advisor, you will need a certain amount of knowledge so you can ask questions. Amount to Invest .