Marietta Estate Planning Lawyer Asks: “What Are Your New Year’s Resolutions For Your Portfolio?”


We all make New Year’s resolutions…

Losing weight…

Spending more time with family…

Learning a new language…

Few of us think of our investment portfolio in terms of resolutions. But we should.

This is a great time to sit down and really look at how your investments have done this year and plan for the next. If you’re a do-it-yourself investor, with all the market volatility this would be a great time to talk to a financial and legal advisor.

Even if you have professional help, you need to educate yourself about your investments to understand what you don’t know. There are a lot of investment opportunities available. One of the most popular investment vehicles is the mutual fund.

This article looks at a few places to look for information on the mutual funds available.

Take a look at your portfolio and then go to several of these sites to review the conventional wisdom and statistics on the funds you’re invested in. Once you do your homework (and have educated yourself on what you need to know), you’ll be much better equipped to get what you’re paying for when you meet with a financial advisor.

Still not sure about what you need to know to protect your family’s future and your investments?

Call us, your Marietta estate planning lawyers, at 770-425-6060 to schedule your Georgia Family Treasures Planning Session today. As part of our Georgia Family Treasures Planning Session, we will sit down with you, assess where you are now and where you need to be.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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