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		Monitor the Progress of Your Investments Monitor the Progress of Your Investments As you regularly review your portfolio, consider these basic questions regarding the performance of your investments: Is the return meeting your expectations? Have your investment goals, time horizons, or liquidity needs changed? If so, are your investments still suitable? Do you fully understand your account statements? Are the criteria you use to decide when to buy, hold, or sell still valid? How much gain (or loss) will you realize if you sell today? What will the tax consequences be?

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.