How to Create a Goals Based Investing Strategy That Actually Works in 2025
Did you know that people who write down their goals are 33% more likely to achieve them? That's right - goals based investing starts with this powerful principle of clear documentation and commitment. When we approach our financial future with intention, the results can be transformative. Goal based investing involves setting specific objectives—like retirement, buying a second home, or building generational wealth—and then constructing a diversified portfolio aligned with those priorities. This methodical approach to goal based investment creates both emotional satisfaction and financial returns. In today's unpredictable market environment, this strategy offers significant advantages. Long-term investments help us ride out market fluctuations, weather short-term volatility, and benefit from compounding returns. Additionally, spreading investments across various real estate asset classes—from residential to commercial, industrial, and even niche markets like self-storage—can f...