Staying on Top of it All
  • Review your balances and positions on a regular basis, so you'll always know what you have and how it's invested.

  • Give your entire portfolio a periodic checkup so your asset allocation strategy can still help you meet your investment goals — and that your investments are still appropriate. This is especially important if there have been significant changes in the market or changes in your personal financial situation.

  • Remember to have a long-term view on investing.

"Investing is not an overnight phenomenon. It's a financial commitment of at least seven years, longer is even better."

– Charles R. Schwab