Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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Bring these talking points to your annual meeting with your financial advisor to cover everything you want to discuss.
Use this list as a guide when reviewing your accounts and investments on your own to ensure progress toward your goals.
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