For many investors, an investment record keeping system consists of shoe boxes in a closet, unopened envelopes in a kitchen drawer, or other similar disorganized collection of investment statements. For such investors, these investment record keeping systems provide little, if any, educational benefit for managing your portfolio.
Continue reading Organizing Your Investment Records For Successful Investing
With the calendar having just passed the midway point of 2018, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.
Continue reading Mid-Year Rebalancing Tips for Effective Portfolio Management