Importance of Goal-Based Investing | FinEdge

The resilience to remain invested during market ups and downs comes from having a purpose or goal-based strategy. Watch the video to learn why it is important and how to create one that suits your needs!


The investing world is full of information which makes it easy to get overwhelmed and lose track of your investments. Clear goals ensure that despite recommendations and volatility, an investor follows a process that completely suits their own unique needs. Watch the video to find out more!



0:00 Introduction
0:30 Avoid Information Clutter
0:43 Think Macro, Act Micro
1:03 Save First, Spend Later
1:16 Clear Strategies
1:34 Avoid Sales Traps
1:47 Confidence









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