Maintain Your Portfolio
This week, you can
• Discover what organizing and finance have in common
• Keep your portfolio in balance
• Learn the do’s and don’ts for portfolio maintenance
LET’S SAY YOU SET ASIDE AN AFTERNOON to pick up around your house. You might wash all the dishes in the sink, toss out old magazines and newspapers from the family room, and do a load of laundry. But if your only goal is to “get rid of this mess,” I’m going to make a bet. The mess will soon be back. Why? Because tidying up and getting organized are not the same. The former is temporary and the latter is about putting systems in place. Systems also need to be able to grow and evolve over time. You change and so should the way your life is organized. And what ...