Once a year, think about your short-, Medium-, and long-term goals. Are each still relevant? Are...
Financial Tip of The Week- Assessment of Investments
Assess your investment approach at least once a year.
Consider investing any money you're not planning on using for at least three years in a diversified portfolio. Choose investments based on your age and risk tolerance, and rebalance twice a year. Or, take the easier road. You could invest your money in a target-date retirement fund in line with your approximate retirement year, choose a target allocation fund based on the level of risk and return that you're comfortable with, or go with a managed account and let an advisor help you make decision