Investing Quiz

How can you tell if your approach to investing needs an overhaul?  Take this simple quiz:

  1. Do you let paper account statements pile up on your desk without looking at them or let or electronic notices that a statement is ready disappear in your email in-box?
  2. Are you too busy to follow through on your repeated commitments to “get around to” the important task of evaluating your current investments?
  3. Do you have too much money sitting in a money market fund or checking account earning little or no interest?  (Hint:  Anything more than six months of expenses is probably too much.)
  4. Are you allowing an investment advisor to deduct 1% or more of your assets every single year even though you have not taken the time to evaluate his or her performance?

If you answered YES to any of these questions, you need to think about your approach to investing.  If you answered yes to all of them, you are in denial and need immediate intervention. Call Wendy Chaney today for more information at (216) 906-7861.

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