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Aligning your investments to specific goals.

Wouldn’t it be nice to look across your investment portfolio and have each component intuitively make sense in the context of your life, your long-term goals and your immediate needs?

When you invest with a purpose, you are better able to weather the ups and downs of the market, and avoid emotional reactions that can derail an investment strategy designed to achieve long-term goals.

At SunTrust, we believe your investments should be a reflection of your goals – that they should do something not just be something. So we select investments based on their role (such as delivering growth or high-quality income over time), taking a holistic view of your portfolio and measuring its success relative to your goals.

Articles and resources that can help you on your journey.

Rational People: Irrational Decisions

Find out how the road to improving your financial picture starts with understanding your personal biases.

Read the Full Article >

Staying the Course: Portfolio Management for the Long Term

The right financial plan and portfolio allocations can help you weather the ups and downs of the market. SunTrust’s Jennifer Capouya shares her insights for constructing a financial plan that aligns with your situation.

Listen to the Podcast >

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Wealth Management Resource Center