Invest in Your Comfort Zone

August 30, 2017

Have you ever wondered if there was a better way to evaluate risk?

Risk is one of the most important aspects of successful long-term investing, and it can be challenging to get it right.

You’ve probably taken too much risk at some point.

Some investors assume that they have to take substantial risks in order to build wealth, so they’ll try to gain too much from a single investment or make big bets on a few individual stocks. These investors can end up out of the market entirely after a sharp sell-off, however, and they typically buy back in at higher prices.

You may also know what it feels like to take too little risk and miss out on strong gains. If you steered clear of stocks after the 2007-2009 bear market, you forfeited years of terrific returns.

You may need to take some risk if you hope to maintain your quality of life in retirement and also leave something for your children, but how much risk is ‘right’ for you?

A true assessment of risk should answer these three essential questions:

1. How much risk can you tolerate?

2. How much risk do you need to take in order to reach your goals?

3. Are you invested in a way that’s consistent with your risk tolerance and your goals?

For years, investors have answered these questions generally: they think of themselves as conservative investors, so they invest primarily in bonds, for instance. They may not recognize that their bond portfolio may pose significant risks, including the risk that they may not generate enough of a return to meet their investment goals.

Get A More Detailed Analysis of Risk

Today, there’s new technology and decades of data that can give you a more detailed analysis of risk and help you come up with more accurate answers to these important questions.

These tools have helped investors reassess their true tolerance for risk and learn how they can change their portfolios to be more consistent with their risks and goals.

How to Find Your Comfort Zone

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Did you know that when you invest in a company, you get the right to vote at company meetings and influence company policy?

You don’t have to be a big investor with millions to invest to have a say. You just need to have at least $2,000 invested in a company’s stock in order to vote—and your vote can really make a difference.

Investors have used their rights to help companies make many improvements and address important issues.

But here’s the problem: proposed legislation puts your rights at risk.

Find out why your vote really matters in FundX President Janet Brown’s latest video, and learn a simple thing you can do to continue to help companies move forward.

Watch: Know Your Investor Rights



When you invest, you get a say in how a company operates. Many investors don’t realize what a big deal this is, but here are three reasons why we think it really matters:

1. It helps companies – Investors have used their voice to help hundreds of companies make significant improvements on major issues such as executive pay and climate change.

2. It’s a level playing field– You don’t have to be a huge shareholder to vote. You just have to own at least $2,000 of a company’s stock. Smaller shareholders can still bring up important issues.

3. It’s worked for decades – The right to vote on shareholder proposals at company meetings dates back to the Securities Exchange Act of 1934.


Continue reading “Know Your Investor Rights (Video)” »

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Should You Reach for Higher Yields?

May 17, 2017

High-yield bonds add tremendous value at times, so it makes sense to at least consider investing in them. They’ve had terrific returns in recent years. In 2016, they outpaced both stocks and higher quality bonds. They can also be useful in a rising interest-rate environment, since their higher yields could help offset a decline in bond […]

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