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LESSON 1 OF 6

The question we are asked more often than any other is "What is the best way to create or invest a large lump sum?"

So much depends on variables in respect of needs, objectives, individual circumstances and willingness to accept risk, or as it is better defined, "volatility".

       
       

The basic problem is the overwhelming choice of options! - Governments Securities, Equities, Options, Treasury Bills, etc.  Most available investments have a worthwhile value under certain circumstances.  The trick is to "establish the circumstances".   Then, and only then, can you start the elimination process.  This process involves attention to three areas:

1. Your willingness to accept risk.

2. Your objectives

3. The time scale

BACK  Go to lesson 2

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