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Showing posts from April, 2017

Why I Never Answer Calls from Investment Advisors

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I got another call yesterday from one of the investment consultants at a brokerage firm that I have an account with. They seem to be calling me quite a bit lately. It seems almost every week I get a call from these financial experts across all three of my brokerage accounts.

They leave a message for me to call them back, but I never call them back. Normally, their message would be something like this:

My First Quarterly Investment Report for the Year 2017

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I like to do a comprehensive evaluation of my investments at the end of each quarter to track my investment returns including dividends and dividend growth and all the buy/sell transactions I made during the quarter.

I also look back at any changes/improvements I may have made to my investment tracking system which includes tools and investment guidelines.

Therefore, as the first quarter (Q1) of 2017 has just ended, it is time to review how my portfolio has performed and what improvements I've made to my investment tracking system.