Review Your Investments for 2013
Review your objectives
Begin by tracking your spending
Look at your holdings by account or across accounts to really understand what you own
Access your portfolio by reviewing what is in cash, bonds, stocks and alternatives (example: real estate and commodities). Determine what are the best asset classes to be diversified into for 2013.
Determine the ratings for the positions you own and what you should sell and buy.
Organize and take advantage of the tax code
For more information: