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KEYS TO SUCCESSFUL INVESTING

At Invest-it-Yourself.com, we believe that successful investing requires the following:

Accurate risk assessment.  A comprehensive risk assessment measures (based on objective factors like age and income) and risk attitude (emotional tolerance for market ).

Intelligent asset allocation.  A well-designed portfolio maximizes expected return while remaining consistent with an investor's and desired level of complexity.

Tax efficiency.  Investments must be divided between and accounts in order to maximize expected after-tax returns.

Cost minimization.  Unnecessary fees and expenses destroy investment returns; they must be avoided.

Disciplined implementation.  An investment plan is only as effective as one’s ability to implement it. Those who understand the can take important steps to resist harmful tendencies and adhere to a long-term strategy.

NOT REQUIRED: ,

 
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