Checklist: 3 recommendations for young investors

September 8, 2014 | Last updated on September 8, 2014
1 min read

New investors might think the hard work is over once they’ve put their money into portfolios. They should know it’s vital to:

1. review your account statements quarterly,

2. meet with your advisor annually to review your portfolio, and

3. modify your investment strategy as your situation changes (for instance, a new job, marriage, children)