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Savings and Investments

Investing For Retirement

What are seven things to consider before investing?

According to the U.S. Securities and Exchange Commission (SEC), every investor should:

  1. Evaluate your current financial plan.
  2. Evaluate how much risk you are comfortable taking.
  3. Diversify your investments.
  4. Create and maintain an emergency fund.
  5. Consider using dollar cost averaging when making an investment.
  6. Re-balance your portfolio when necessary.
  7. Avoid circumstances that may lead to fraudulent investments.

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