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  1. Invest in a way that suits your needs. Franklin Templeton is a global leader in asset management with more than seven decades of experience. We offer investors a range of mutual funds and ETFs across different asset classes to meet the unique needs of each individual. Explore some easy ways to get started.

  2. Because financial professionals are trained to help you determine your long-term investment goals, time frames, your capacity and tolerance for risk, and the types of investments most appropriate to help you achieve your goals. We suggest you choose a financial professional in much the same way you would choose any other professional.

  3. To develop a realistic financial plan for retirement, start by creating a budget. You can begin by analyzing your current expenses and projecting increases or decreases for each item during retirement. Use the following worksheet as a guide for estimating your monthly, annual and total retirement expenses.

  4. The Goals Optimization Engine creates a portfolio for each goal an investor has. GOE then actively adjusts the asset mix over time, seeking to maximize the probability of successfully reaching each goal. Each portfolio is probability-driven, personalized, and responsive to changes in the market or to any changes the investor might make to the goal.

  5. 2022年4月27日 · Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.

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  7. 2022年5月11日 · While proper planning may fulfil all your financial goals, prioritising helps you focus on the more important financial goals at that point in time. For example, saving for retirement is definitely more important than buying a luxury car or going on an overseas vacation.

  8. Creating a Financial Plan | Franklin Templeton. Start with an Advisor. We support the concept of professional investment advice. Why? Because advisors are trained to help you set goals, measure your time frame, consider your tolerance for risk and recommend the types of investments that are best for you.