|
Get organized for Y2K -- bring in your financial statements and meet with an investment representative for a review, and receive a free document organizer.
|
|
he advent of a new millennium seems to have everyone asking the question: "How will the world's computers be affected by the date change?"
A more important question may be, "How will the Year 2000 affect me as an investor?"
How can I prepare?
It is important to stay focused on your goals, particularly when it comes to your investments. As always, you should use your time horizon, risk tolerance and investment goals to determine your investment strategy.
History has shown that trying to time the market or base investment decisions on short-term movements is not a wise course of action. Sticking to an established investment schedule and capitalizing on the principle of dollar-cost averaging can help protect you from market volatility and take advantage of it at the same time. Further, the tax liability incurred by pulling out of investments may outweigh any potential losses. (See your tax advisor regarding your individual situation.)
Take stock of your portfolio
Call 1-888-LFS-1200 to arrange an appointment with a LaSalle Financial Services representative to review your portfolio. When you do, you'll receive a free document organizer with your visit.
|
