Archive - June 20, 2017

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Are your monthly statements helpful?
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Give Your Investments Time to Grow

Are your monthly statements helpful?

You may receive portfolio performance reports every three months or so—a form of transparency that financial planning professionals introduced at a time when the typical brokerage statement was impossible to decipher. It might surprise you to know that most professionals think there is actually little value to any quarterly performance information, other than to reassure you that you actually do own a diversified portfolio of investments. It’s very difficult to know if you’re staying abreast of the market, and for most of us, that’s not really relevant anyway.

Why?

The only way to know if your investments are “beating the …

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Give Your Investments Time to Grow

You may have heard talk of ‘helicopter parents,’ to refer to parents who won’t give their children space to grow because they are constantly hovering over them and perhaps even trying to do school assignments for them. Well, as Fee-Only financial advisor Margaret R. McDowell explains in “Don’t hover over your investments,’” you may be a ‘helicopter’ investor if you are not giving your investments time and space to grow.

As McDowell explains, all of out technological advances may be hurting our investment portfolio if we use the computer and phone apps to continuously check on our investments

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