Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!
Over time, investors will begin to accumulate an inventory of account types – 401(k)s, IRAs, Roth IRAs, Taxable Accounts, Annuities – the list goes on. So how does one determine which account to hold their various investments in to create a tax efficient portfolio?
How do we overcome our emotions to achieve better investment performance? Here are three keys to overcoming emotional investment decisions…