A Financial Revolution 


December 28, 2005
Managing an Investment Account
Investopedia highlights ten tips to keep track of your investments. Here are some of the more useful tips:

  1. Read and keep all documents that you receive from your broker, mutual fund or investment adviser.
  2. Keep good notes of communications with your broker or adviser.
  3. Get all confirmations and account statements sent directly to you. If you don't get account statements or confirmations, follow up.
  4. Conduct independent research on your investments.
  5. Periodically review your portfolio and rebalance.

They all seem like good common sense actions to take.



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