- Risk vs. Return
- Asset Allocation
- Monitoring Progress
The first step in the investment process is to figure out what sort of Return on Investment (ROI) that you are seeking…
You can start by examining your trading records and ensuring that all of the trades went through at the prices that you instructed…
Keep tabs on how your assets are performing. If they seem to be underperforming, you may want to change your investments to some that may be more lucrative. You may want to also check to make sure that the investments that you own are in line with your current investment strategy. Your strategy may change over time. Be sure to compare your investments to your current situation.
Posted in: Developing a Financial Plan