Sentences with phrase «keep control over my investment»

Not exact matches

Being old fashioned, I gravitate to basics such as: — pay down all debt as quickly as is reasonably possible — broadly diversify across at least 5 asset classes — keep expenses low — its OK to have an advisor for their expertise in security selection but never give an advisor control over how your money is invested i.e. style, strategy, asset allocation — if you want to take a flyer on a hunch (and we all do at some point) take the funds out of your core investment account and create a «satelite» account

Custodial Accounts are for those who wish to retain full control over the selection and management of their investment portfolio but would prefer not to have the record keeping responsibilities.

But it also has an important unique feature (compared to competitors) to keep things «Real World»: You have total control over how annual cash flow surpluses and / or deficits are allocated between investment asset accounts in the Financial Planner module.

No, you can't control if the stock market bottoms out, but assuming your investments will balance out over the long run is still a safe bet, and it's within your control to keep contributing money to retirement accounts.