Happy Spring from the Catalyst Academy!
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Are you ready to Spring Clean your Finances?
Melt Away Your Worries
As the snow clears and the flowers begin to bloom, it's time to weed out your financial clutter:
Order your free annual credit report
). And shop for lower interest rates.
Rebalance your portfolio to hit your asset allocation target.
Look at the annual fees that you pay for your mutual funds
Review, organize and secure! Use different passwords for each account and write them down somewhere safe.
Identity Theft Protection:
SHRED ALL DOCUMENTS!
Review it, and if you do not have one, MAKE ONE!
Relax and Enjoy:
Light up the BBQ, kick back with a drink in the warm sun.
With spring comes baseball season, and sometimes strike outs accompany the home run when one swings for the fences; this can negatively impact the lifetime batting average.
The same thing can happen when you invest in Initial Public Offerings (IPOs), commodity trading and taking a risky move such as
buying on margin
Patience is the key to a good investment - take your time and DO NOT try to time markets!
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