Wealth-Coaching

When it comes to stock investing, having a plan can be helpful. Whether you get help from a professional investment planner, or whether you create the investment plan yourself, having a plan for your stock portfolio is important. You can create a stock investing plan rather easily. Here is what to include:

• Goals for your stock investments (retirement, vacation, etc.).
• Amount of money you can afford to invest each month.
• Distribution of your investments (funds, individual equities, etc.).
• Risk tolerance level.
• Decision at the level to sell (both high and low).