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Why is it important to take stock of these resources when planning financial goals?

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Well, if you are taking stock for specifically starting up a business, you need to ensure you have the resources needed to meet demands. As well as if there is a company that you are investing in if you plan to buy a stock you need to take a stock out of a trust able company that is more unlikely to fail. Which at the moment your best bet is Coke or Pepsi, Tech companies are a good investment but a lot of risk due to the sudden issues that can arise like with Samsung's Galaxy, or Tesla's cars etc.
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