This is a biggie and most people don’t even know they are messing with it until it’s too late.
This is something I encounter all of the time. I ask people if they have a financial plan and they tell me yes.
Your mutual fund company sends out an annual statement the end of January.
BOSTON (CBS) – All investors need to have a sell strategy as well as a buy strategy. [Audio http://cbsboston.files.wordpress.com/2011/01/january-6-2010-money-matters.mp3|titles=When To Sell|artists=Dee Lee] Most do not. Do not sell simply because your mutual funds are up […]