An excellent way to make sure that you follow an investment plan and have a measurement stick in place to track your progress is to setup an investment policy statement. Continue reading
In any case, maintaining true to your goals and asset allocation is a way to ride out the inevitable ups and downs of the market. Continue reading
Here’s a great process to go through before investing your hard earned dollars in the latest investment trend (or fad). Continue reading
Your local bank’s savings account isn’t your only option for short-term savings. But there’s no one right answer for which of these alternatives is the best. It all depends on when you need the money, what the purpose for it is, how much you have, and how much risk you’re comfortable with. Continue reading
Be careful of who you trust to manage your money. Continue reading
Your investment strategy shouldn’t be based on following what everyone else is doing. Continue reading
You can take advantage of the fiscal cliff deal by investing in dividend-paying stocks. Continue reading
Tweet “Put down the mouse; move away from the computer and no-one will get hurt.” Share it:
Tweet I recently received a question from someone who was using our risk tolerance profile and asset allocation worksheet and noticed that the worksheet’s guidelines were to have 0% in stocks since his time horizon was less than 5 years … Continue reading
Tweet I actually get this question quite a bit on our financial helpline and in our worksite financial planning sessions, not so much that someone got an inheritance (though I did get that last week), but many people simply want … Continue reading
