If you are considering an education fund you should check the following to make
sure these funds fit your long term financial plan.
Not exact matches
Specifically, be
sure your allocation to equity
funds fits your investment timeframe and risk tolerance.
And make
sure that whatever stocks or
funds you buy are a good
fit for your portfolio overall, in terms of cost and overall diversification.
After receiving letters seeking project approval, the Dormitory Authority makes
sure the grants
fit in with the requirements of the bond
funding it, and conducts legal and financial reviews.
If you're heavily invested in target date
funds, it's time to look at what you own and make
sure it
fits your risk - profile.
This
fund is designed as a core holding for the fixed income portion of your portfolio; make
sure that it
fits into your investment plan.
If you're considering going for more business
funding and you think a short - term loan might be just what you need to get through your financing needs, here's a few questions to ask yourself first to make
sure they're a good
fit:
I felt it was better to have the
funds available but we also made
sure that the mortgage payment
fit well within our annual spending plan.
Before making any purchases, though, be
sure to check which
funds best
fit your investment horizon and risk tolerance.
You might also review your holdings to make
sure that over time you haven't larded up your portfolio with new
funds or ETFs that may have seemed like a good idea at the time but don't really
fit into your long term strategy.
Again, read the fine print to make
sure it's really free, or pick the lowest cost broker and / or
fund available that
fits your investing plans.
Not
sure how the SBA would
fit in here, though I know they aid
funding small firms together with venture capitalists.