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Financial Help

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Your Fund Statement

Mutual fund companies send out annual statements the end of January. Take the time to review them.

WBZ NewsRadio 1030–01/16/2015

New York Stock Exchange, Stocks, Bonds, Dividends, Wall Street

When To Sell Those Funds

The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–01/15/2015

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All About Fund Benchmarks

You will want to learn how to compare your mutual fund to a standard so you can tell how well your fund is doing compared to other similar mutual funds.

WBZ NewsRadio 1030–01/14/2015

(credit: Photo by Joe Raedle/Newsmakers)

A Look At Your Portfolio

There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/13/2015

(credit: iStockphoto)

Starting A Portfolio

Let’s start the New Year with a look at your portfolio.

WBZ NewsRadio 1030–01/12/2015

American Express, Payment

Paying Off Debt In 2015

According to Fidelity’s annual Financial Resolutions Study about 20% of those making financial resolutions are serious about paying off debt.

WBZ NewsRadio 1030–01/09/2015

Savings

Save More Money In 2015

Saving more money always makes the top ten for resolutions.

WBZ NewsRadio 1030–01/08/2015

Gym (File image)

Getting Fit For 2015

A study done by the CDC estimates that almost 80% of adults do not get enough exercise.

WBZ NewsRadio 1030–01/07/2015

Diet, Scale, Resolutions

The Dreaded Weight Loss Plan

The commercials for weight loss started right after Christmas this year.

WBZ NewsRadio 1030–01/06/2015

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Goals Are Dreams With A Deadline

According to Forbes magazine, just 8% of us achieve our New Year’s Resolutions each year.

WBZ NewsRadio 1030–01/05/2015

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