SubscribeAll Posts Tagged With: "Independence Day"
Evaluating Your Portfolio
Clean Up and Rethink Your Portfolio During Vacation
It’s almost the Fourth of July and vacation time beckons… When I think vacation, I think of distance or a relaxing change of venue like a beach resort. But when you are not inundated by everyday distractions…that is, the perfect opportunity to ponder your investment holdings. Reassessment and review in a disciplined manner is especially critical in December in order to make year-end investment changes that have tax implications. But on vacation this summer, along with my book Full of Bull (your required reading!), take your monthly brokerage statement and mull it…
4Jul2008 | The Penny Sleuth | Comments Off | Continued
Loading ...
