Your Money Matters: 2013 investment review

Your Money Matters
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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.

Update your strategy
Are you saving enough for retirement?  College?  Do you have an emergency Savings account?  Set out to automate your savings.Review your investments for 2013

Organize and take advantage of the tax code

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