Checklist: 3 recommendations for young investors

There is a pro and a con to being a young investor. Here’s how to handle them both.

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)

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