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- WHAT SHOULD I TAKE INTO ACCOUNT WHEN I START INVESTING?

general
Posted by Admin Posted on July 05 2017

investing

 

► Risk vs. Return

The first step in the investment process is to figure out what sort of Return on Investment (ROI) that you are seeking...

► Asset Allocation

Asset Allocation is the selection of assets from across the asset classes...

► Diversification

Diversification is similar to asset allocation, but within the asset class...

► Monitoring Progress

You can start by examining your trading records and ensuring that all of the trades went through at the prices that you instructed...

Keep tabs on how your assets are performing. If they seem to be underperforming, you may want to change your investments to some that may be more lucrative. You may want to also check to make sure that the investments that you own are in line with your current investment strategy. Your strategy may change over time. Be sure to compare your investments to your current situation.

If you have any questions regarding accounting, domestic taxation, international taxation, IRS representation, U.S. tax implications of Real Estate transactions or financial statements, please give us a call at 305-274-5811.

Source: Thomson Reuters

The information provided on the LBCPA Blog is a community service for general information purposes only, and should not be used as a substitute for consultation with professional advisors who specialize in the topics covered. Please refer to your advisors for specific advice on these subjects. The information is not intended to be used, and it cannot be used, for the purposes of avoiding U.S. Federal and/or State tax laws or the tax laws of any foreign jurisdiction.

These blogs contain general information only and Lord Breakspeare Callaghan LLC or any of the other companies or firms presenting information are not providing accounting, business, financial, investment, legal, tax, or other professional advice or services. Lord Breakspeare Callaghan LLC or any of the other companies or firms contributing with articles shall not be responsible for any loss sustained by any person who relies on this information.