Not exact matches
Make
sure your retirement portfolio is not set to an ultra conservative
investment mix.
Tip: If your
investment strategy makes you sick when the market drops, revisit your plan to make
sure that your asset
mix reflects a level of long - term risk that is consistent with your
investment horizon, financial situation, and risk tolerance.
Also make
sure that your
investment mix is aligned with your goals.
It's harder to make
sure that you are saving enough for retirement and that your
investment mix has the right level of risk for your age and life if you have to keep track of several accounts.
To balance spending a fortune on clothes that could look dated in a few short months with being on the forefront of the hottest trends, make
sure you are
mixing in
investment pieces with less expensive trendy pieces!
Next, make
sure your portfolio jibes both with the level of risk you're willing to accept, and that your
mix of stocks and bonds makes sense given your
investment goals.
You will, of course, need to rebalance your portfolio from time to time to make
sure your desired
investment mix is maintained as the values of the underlying securities change.
If you are interested in a diversified
mix of
investments but aren't
sure where to start, or would rather leave the hard work to experienced people, you may want to consider investing in managed funds.
To make
sure you are on track with your savings goals, and to ensure you have an appropriate
investment mix, revisit your plan at least annually.
If you're not
sure of what
mix of
investments you should have, make an appointment (today) to speak with your plan administrator to discuss your options.
Tip: If your
investment strategy makes you sick when the market drops, revisit your plan to make
sure that your asset
mix reflects a level of long - term risk that is consistent with your
investment horizon, financial situation, and risk tolerance.
Choosing the right
investment vehicles to achieve an optimal asset allocation
mix is just the tip of the iceberg when it comes to making
sure your returns meet your financial goals.
Always monitor your
investments to make
sure your
mix stays in a balance you're comfortable with.
Consider looking over your
investment mix (i.e., stocks, bonds, and short - term
investments) to make
sure it lines up with your
investment time frame and risk tolerance.
Instead of trying to jump in and out of the market, you can reality - check your
investment mix to be
sure it is still right for your goals and risk tolerance.
And you and I would agree, I'm
sure, that if the proper externality taxes and policies on safety (all energy sources, etc), power plant siting, mining, the electric grid, agricultural emissions, etc, were put in place, with maybe some public
investments directed toward pre-mass market technologies, etc, then whatever
mix of sources develops should be good.