Author - James Gallo, CFP®

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Knowing When It’s Time To Review Your Investment Strategy

Knowing When It’s Time To Review Your Investment Strategy

With a new year upon us and a disastrous market fall in securities in 2008 and the first part of 2009 and a recovery in the latter part of 2009 and 2010, it is probably a good time to review where your portfolio and your investment strategy is now.  Too often people investing in equities have not been educated regarding the basics of investing.  There have not been classes in high school or most colleges that provide the proper financial education.  Many start saving by investing regularly in a company sponsored qualified retirement plan.

Typically these plans have many choices …

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