- Invest Early. The longer you are invested, the more time there is for your investment returns to compound.
- Invest Regularly. This allows you the opportunity to ease into any type of market (rising, falling, flat) and reduce long-term portfolio volatility.
Invest Enough. It is vital to know how much you need to begin saving today in order to have a large enough investment portfolio to support your future goals.
- Diversify Your Portfolio. Financial markets do not move in concert with one another, which makes it important to ensure you are diversified through different asset classes, geographical markets, and industries.
- Have a Plan. Don’t let your emotions influence your investment decisions. By having a well-structured plan in place, you can confidently remain committed to it.
I would be happy to review your existing investment portfolio to see where I can offer advice and strategies that would be suitable for you.
Denise M. Levine, CFP, FCSI, RRC