Tracking your investments is more than glancing at those monthly statements. A regular investment review needs to be done. Of course there are no set rules, just some basic guidelines to consider.
While looking over monthly statements are a good thing. It would be irresponsible to only focus on past performance. Our investments are based on future potential. At least they should be.
The fund companies remind us of this in small print all the time. Past performance is not a guarantee of future results. Our investment review should focus more on future results and whether our investments have the potential to meet them.
If you have to, there is enough financial software out there to help track your money. Your income, expenses, savings, checking, retirement, and brokerage accounts can all be tracked with one package. If anything, it will free up several hours on a Saturday. Continue Reading…
That Nigerian official doesn’t need your help getting money out of the country, you don’t have a long-lost uncle that left you millions in a Malaysian bank and money still doesn’t grow on trees. Securities fraud, or investment fraud, is a nonstop problem and thanks to email, we’re bombarded by it every day.
The two most popular and easiest ways to buy/sell a stock or ETF