The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
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.
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.
Let’s start the New Year with a look at your portfolio.
According to Fidelity’s annual Financial Resolutions Study about 20% of those making financial resolutions are serious about paying off debt.
Saving more money always makes the top ten for resolutions.
A study done by the CDC estimates that almost 80% of adults do not get enough exercise.
The commercials for weight loss started right after Christmas this year.
According to Forbes magazine, just 8% of us achieve our New Year’s Resolutions each year.
Yesterday was all about getting healthy, today let’s talk about the wealthy part.