<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->
  1. Define Your Investment Goals & Objectives
  2. Define Your Investment Strategy for Your Portfolio
  3. Building Your Own Portfolio to Match Your Goals
  4. Monitoring and Rebalancing Your Portfolio
  5. The Bottom Line
  6. 401(k)s
  7. Exchange Traded Funds (ETFs)
  8. IRAs and Roth IRAs
  9. Mutual Funds
  10. 529 Plans
  11. Stocks
  12. Life Insurance
  13. Bonds
  14. Annuities
  15. Health Savings Accounts (HSAs)

You can become your own FA – but you have to be willing to put in some time and effort. It’s important that you understand the various types of retirement accounts and investment vehicles before risking any money. Do your homework, research your options and learn from your mistakes – as well as your successes.

Keep in mind, being your own FA doesn’t have to mean you go it alone. While you could be pretty savvy at picking stocks, for example, your understanding of current tax laws might be – well, somewhat limited. It’s O.K. (and even recommended) that you consult with a qualified tax specialist to make sure you understand the tax implications of your investment decisions, and that you report everything appropriately.

Even if you’re eager to manage all your investments yourself, there’s nothing wrong with consulting with a professional advisor – just once, or even once in a while. If you have questions, are unsure about a strategy you’re considering or just feel like you need a little direction, there’s no shame in asking for help.

The biggest thing, of course, is to approach your financial health with intention. Successful investing – and meeting your short- and long-term financial goals – requires someone in the driver’s seat.

Related Articles
  1. Retirement

    Six Critical Rules for Successful Retirement Investing

    Understand which investment vehicles and strategies build you the most fiscally sound retirement.
  2. Personal Finance

    Your Annual Financial Planning Checklist

    It's time to review your annual financial plan to check the progress on your most important goals. If you haven't done this yet, learn how with this guide.
  3. Investing

    The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals throughout the year.
  4. Retirement

    4 Steps to Successful Retirement Savings

    These four steps can get you on the right path to meet your retirement goals.
  5. Personal Finance

    Your Portfolio: Why Second Opinions Count

    Getting a sound second opinion on your investments is a smart move.
  6. Retirement

    How Much Money Is Enough to Retire?

    Taking these three steps can help you figure out how much you'll need to save for retirement based on your individual needs and goals.
  7. Retirement

    Mistakes to Avoid When Investing in a 401(k)

    Common mistakes participants make when investing in a 401(k) and how to avoid them.
  8. Retirement

    5 Ways You Can Still Secure the Retirement You Want

    If you are nearing retirement and don't think you have enough saved, there are ways to close the gap between what you have and what you'll need to retire.
  9. Retirement

    Seven Tips to Manage Your 401(k)

    Now that 401(k)s have put managing retirement money into employees' hands, you can't just contribute and forget about it. Learn how to keep on top of your funds.
Trading Center