This title is borrowed from Stephen Covey’s book The 7 Habits of Highly Effective People . The title says it all. Before you buy a stock or decide to buy stocks and mutual funds, think about what your goals are. Then keep those goals in mind when you act on a purchase, a sale, or do nothing. Obviously, we all want to buy stocks that go up. What is your goal? Quick money, retirement, building a legacy? What drives your efforts?  What Purpose do you have with Investing? We sugg

If you have set a goal for your portfolio, then there might be a timeline associated with it. For example, if the money is to fund college tuition, how soon will drawdowns occur? If it’s for a down payment on a child’s first home, when will the money be needed?. If it’s an additional retirement fund, when do you expect to begin drawing? If You Don’t Know Where You’re going, any Map will get you there. Be sure to align stock selection with your timeline, especially if the fund

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