Monitor the Progress of Your InvestmentsMonitor the Progress of Your InvestmentsAs 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?
As you regularly review your portfolio, consider these basic questions regarding the performance of your investments:
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