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"Your investment mix . Did you set it and forget it?"
How long since you made your investment choices?
If it's been more than a year, good thing you stopped by. I
know. We all have more important things to do, like arrange
our sweaters in rainbow order (ROY G. BIV!). But, without plenty
of forethought and careful tending, portfolios can go awry.
For instance, when you picked your investments, did you take
diversification into account? Did you have a strategy for deciding
how much of each investment to buy? Have you added new investments
over time? Do these choices still reflect your current intentions?
Click the links below and we'll help you assess your current
mix.
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