Investment Research Techniques
Monitoring your mutual funds and stock investments, how do you do it?
My husband and I both have mutual funds as part of retirement savings. We have owned shares in many different funds over the 20+ years we’ve been together, but we’ve never purchased or bought into a fund or individual stocks without having a financial advisor. I would never presume to be an expert on making my own Stock Picks anymore than I would pick my own mutual funds. Mutual fund can be even more difficult to keep up with than individual stocks simply because they are made up of multiple stocks.
Investing wisely is very important to me. In the early days of our marriage, investments in mutual funds and their proceeds, allowed us to purchase our first home. In subsequent years, we’ve been able to use our mutual fund earnings to live on when we’ve needed to. Currently, knowing we have good investments and a plan for our future allows me to stay home and work on my own dream, sewing creatively for a living. In our future, we hope to use our earnings from our current mutual fund investments to live on in our retirement. Using the right resources for investment research leads to wise investments.
