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Investment Planning
The process of allocating resources for future projects with the aim of maximizing returns.
Implications
The process of setting financial goals, developing strategies, and making decisions about where to allocate resources for maximum return, often used by individuals, companies, and institutions to achieve long-term financial objectives.
Example
Example: A financial advisor assists a client in investment planning by identifying appropriate asset classes, diversifying the portfolio, and setting long-term goals for retirement savings, balancing risk and return.
Related Terms
Different from budgeting, which focuses on short-term allocation of resources, investment planning is a longer-term process that involves strategic decision-making to achieve financial growth and security.
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