I don’t understand my investment statement.
I don’t even know what I’m invested in or if I’m even really set up to grow my money.
How do I know how much money I should invest in stock and bond funds?
I don’t totally get what I’m investing in when I or my advisor is picking funds.
What should my asset allocation be?
What red flags should I be looking for in my portfolio that will help keep me from losing a lot of money without knowing it?
The Little Red Ms. Cheat Sheet on Investing book is for you if 1) you have any sort of investment account that consists of investment funds 2) you’re pretty confused about what you’re invested in or 2) you’re not sure if your advisor is screwing you over.
Ideally you either have a 401k, some sort of IRA or retirement account, or a regular non-tax sheltered investment account.
Maybe the HR department at the company you work for handed you a list of investment funds to choose from for your 401k.
Maybe you set up an IRA for yourself but you’re not totally sure what you invested in or how to pick funds.
Or maybe you have an advisor who did a lot of this for you, but you’re really not sure if they’re burying fees in your account (so you don’t see them) or recommending investments to you that then pay them a commission, even if they’re not the best investment for you.
Once you finish your Little Red Ms. Cheat Sheet on Investing you’ll understand all of the above.
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