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Before You Invest, Take These Steps to Build a Strategy That Works

Dr. Christina Rahm

created: June 4, 2025, 10 p.m. | updated: June 5, 2025, 6 p.m.

From defining the types of investments you're interested in to setting clear financial goals, the early stages are critical. Before you commit any resources, take the time to craft a strategy that reflects your goals, values and risk tolerance. As an entrepreneur, I've refined my own investment strategy over time. My own strategy, for example, spans three buckets: equity and business investments, partnerships and strategic collaborations and philanthropic efforts. Stay adaptableYour investment strategy should evolve with you.

3 days, 2 hours ago: Entrepreneur