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Sunday, April 6, 2008

About Financial Planning: Keep Your Goals in Mind When Reviewing Your Quarterly Statements

About.com   Financial Planning
In the Spotlight | More Topics |
  from Jeremy Vohwinkle
We have already closed out the first quarter of 2008, and that means many of you will be receiving various quarterly statements for your retirement or investment accounts. As you probably know, the stock market hasn't been too hot in recent months. This means that if you are heavily invested in stock or mutual funds, you could very well see a loss on that statement.

Nobody likes to see poor performance, but don't get alarmed. Your first instinct may be to make a drastic change to your investments, but you should think carefully before doing so. You want to keep your long-term goals in mind so that one bad quarter doesn't derail your plans.

 
In the Spotlight
Keeping Your Goals and Objectives in Mind
As we have closed out the first quarter of 2008, those who have investments should be receiving their quarterly statements in the coming days. The first quarter of the year...read more

 
         More Topics
Using Lifestyle or Target Date Funds for Easy Diversificatio
If the shaky market has you thinking twice about your portfolio, you may want to look into lifestyle or target date funds. These funds provide a more hands-off approach that can...read more

 
Watch Out for Hidden Credit Card Fees
If you're like most people, you probably get a lot of credit card offers in the mail. Many of these offers provide some attractive low interest rates, balance transfers, or...read more

 
 
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