Build a Plan
Step 3: Execute Your Plan
- Take Action
Invest in new funds, rebalance or readjust existing investments to align your portfolio with both your risk tolerance and goals.
- Make It Automatic
Set up periodic automatic investments to help ensure you're building on your investment and putting market swings to work for you, or establish automatic withdrawals to start using your nest egg.
- Stay on Track
Review your investments regularly, either on your own or with an Investment Consultant, and learn how rebalancing can help you manage risk in your portfolio.
- Manage Additional Monies
Many see a work bonus or tax refund as play money. But, consider putting extra money to work for your future—like funding an emergency account or investing in your retirement.
- Maintain a Long-Term View
The more time you have for your investments to grow and compound, the more likely you are to reach your goals.