stock investors

Make a List, Check it Twice

December 24, 2013

2013 has been quite the year for stock investors. Bond investors had a tougher go of it, and international stocks fell somewhere in between. Of course, readers of this letter are probably invested in a diversified portfolio geared to best meet their own financial goals, making the daily swings in any given asset class more palatable.

While market movements are important, the most important activities that can help you maximize your financial goals lie within your own activities. With just over a week until we put 2013 in the history books, we wanted to make sure that you’ve done everything you can do to maximize your financial plan. (more…)