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Your Portfolio

Money Matters – Dumb Money Moves: Having The Wrong Asset Allocation For Your Goals

This is a biggie and most people don’t even know they are messing with it until it’s too late.

WBZ NewsRadio 1030–09/21/2011

(Photo credit STAN HONDA/AFP/Getty Images)

Money Matters – Dumb Money Moves: Thinking That Investing Is Financial Planning

This is something I encounter all of the time. I ask people if they have a financial plan and they tell me yes.

WBZ NewsRadio 1030–09/20/2011

Money Matters – Mutual Funds: Your Statement

Your mutual fund company sends out an annual statement the end of January.

WBZ NewsRadio 1030–01/07/2011

Stock Trades

Money Matters – Mutual Funds: When To Sell

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 […]

WBZ NewsRadio 1030–01/06/2011