Growth means capital appreciation, with income as a secondary consideration or not at all.
Scott is an example of someone who’s looking for growth. He has a solid employment situation. He’s in the financial services business with a unique skill set. His compensation level is very high. He’s married and has two young children. He does not need any investment income. There’s a lot of stress in his profession, and although he’s managed it well, he’s concerned about the long-term consequences of staying in this particular field.
Scott: I’ve recognized I have the potential to make a lot of money. I’ve been focused on saving as much as I can, particularly early on in our marriage, before we had children. Now that we have children, there are ...