How To Track Your Investments Efficiently
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How To Track Your Investments Efficiently
Robert Pagliarini, MSFS, CFP (Author and Financial Planner) gives expert video advice on: How can I track my investments efficiently?
How can I track my investments efficiently?
The best way to track your investments and to track how far or how close you are from reaching your goals is to make a financial date with yourself. You need to set a specific time every month with yourself or maybe with your spouse or partner, where you sit down and you open your investment accounts, the statements that you get. Figure out how much money went in - was it the right amount of money that went in, was I credited what I should have been credited, look at how much money I have in the account, and look at the performance. Is it on track or is it not on track? Do I need to put in more money to reach some of these goals? Or maybe you can put in less money to reach some of these goals, if you're actually doing much better then you thought.
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