Evaluating your portfolio and investments is something even the most experienced investors do on a regular basis. Market gains, losses, and volatility can cause your portfolio to become unbalanced and work against your strategy. Join Fidelity’s Heather Knight as she dives into how to approach this often-forgotten aspect of investing.
During the hour-long webinar, we will discuss the following and much more:
- Evaluating your goals and investment positions
- Creating a plan of attack — investing ideas, tools, and research
- Executing on your plan — placing trades, working with an advisor, alternatives to self-managed accounts
NOTE: This webinar will be recorded. Please register to be notified when the recording is available.