Time Horizons for Your Investment Goals [Video]
by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer / January 2, 2024Time horizons will determine the success of your plan. In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action. To listen to our full conversation, check out episode 33 of the Behind the Designs podcast.
Listen to our full conversation in episode 33, “2023 Investment Review and 2024 Outlook,” on the Behind the Designs podcast.
If you have more questions about your investment goals and your personal timeline, reach out! Our team would love to see how we can help bring confidence to you and your family.
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Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
Rob has over 20 years of experience in the financial services industry. Prior to joining Financial Design Studio in Deer Park, he spent nearly 20 years as an investment analyst serving large institutional clients, such as pension funds and endowments. He had also started his own financial planning firm in Barrington which was eventually merged into FDS.