Investment Strategy #1: Work with a plan

Investment Strategy #1: Work with a plan
It’s important to remember that a winning investment strategy doesn’t consist of buying what’s hot each year, what’s written up in a magazine or what your broker recommends. Instead, you need to keep a firm watch over your investment portfolio.
At least once a year, you do a thorough portfolio review. December, when you’re doing year-end planning, or April, when you’re preparing your tax return, are the best times to check, so consider aiming for those months of the year.
Additionally, ensure you inventory what you have. Is there some sort of overall plan, or do you have a haphazard collection of investment vehicles? If the latter is true, make up a plan along with a schedule of how you’ll get onto the proper path.
Engage with us today to learn more about some of the investment guidelines we recommend to help you stay on track & meet your goals!
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