Thursday, January 6, 2011

Ten Investing Tips

It's a new year!  Time to put our bad habits behind us and plan for the future.

Link to full artical

Tip 1: Define or refine your life goals
Tip 2: Get the big picture of your financial plan
Tip 3: Create an investment policy statement
Tip 4: Know your risk tolerance
Tip 5: Review and rebalance your portfolio
Tip 6: Establish an emergency fund
Tip 7: Review your approved list
Tip 8: Roth IRA conversions and moreTip 9: Estimate your retirement nest egg needsTip 10: Capture the match in your retirement plan

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