Are you worried about owing taxes at the end of this year? Did you get married, divorced, have kids, or pay for college? It is time to review your tax withholdings up to this point in the year while you still have time to make adjustments.
Using Actively Traded Funds in your portfolio can make sense over time. However, if an adviser selects an active investment option for clients, he or she had better be willing to hold it for quite some time (otherwise the largest benefit of holding the fund over and index will be lost).
"If you could consistently beat the market but not achieve any of your financial goals, would you be ok with that? If you never beat the market, but achieve all of your financial goals, would you be ok with that?
How do you know what you are worth? Quite frankly, many people have no idea what they own or what they owe. Those that do, generally have less stress and anxiety when it comes to their finances.
Reflecting on My Daughter's Birthday.