Experienced Investor
Learn how to get the most out of FundFinder+.
Tip 1 – Stay Diversified
If you aren’t sold on a particular strategy, remain diversified. Since you probably know areas where your portfolio could use some increased or decreased exposure, this tool lets you key in on just the mutual fund or ETF type you feel you need to address that concern.
Tip 2 – Stick to Your Goals
You understand your projected timelines and risk tolerances. You also have thoughts about what’s happening in the markets and economies and how you might take advantage of changing cycles. Knowing how your short-term strategies and long-term goals intersect is key to success in both.
Tip 3 – Invest with Confidence
FundFinder+ is a brilliant tool for finding your next suitable investment. Through fact sheets, assess different manager offerings and their historical track records to build your own stable of trusted stock pickers with longterm reputations of success.