In this bonus episode, Warren Ingram and Ray Mhere discuss the complexities of selecting unit trusts for investment. They speak to the importance of understanding time horizons, matching investment goals with risk tolerance, and evaluating financial capacity. The conversation also covers the significance of investment fees and the necessity of staying invested for the long term to achieve financial goals.

Takeaways

• Unit trusts are a popular investment choice for private investors.
• Understanding your time horizon is critical when investing.
• Investment goals dictate the appropriate time horizon.
• Risk tolerance affects investment decisions and choices.
• Financial capacity must be assessed before investing.
• Investment fees should be fair and justified based on services provided.
• A fund's track record is important for assessing performance.
• Investors should stay the course and not react to short-term market fluctuations.
• Long-term investing is essential for achieving financial goals.
• Investing should be viewed as a lifelong commitment.

Learn more about how Curate Investments can help you here.

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