The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
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.
To reach your financial goals of a comfortable retirement you will be investing in the stock market.
It’s easy to ask others what they’re doing for retirement savings and just follow their plan, but one plan does not fit all.
Having a baby usually gets you thinking about college planning and puts retirement planning on the back burner, but it is important to do both.
I just got my annual statement from my mutual fund company. They had a pie chart showing me what I am invested in.
Let’s start the New Year with a look at your portfolio.
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