Set Yourself up for Investing Success in 2016

December 29, 2015

fb-2015bestoffundxSet yourself up for real long-term investing success in 2016 with our best tips on how to get invested, manage risk, and stay on track to reach your long-term goals.

Over the past year, we’ve shared some of what we’ve learned in our 46 years of fund investing, and now we’ve collected all our most valuable guidance in one place to make it easy for you to start the New Year off focused and ready.

So let’s hop in — please feel free to share this with friends and family who are also looking for clear, easy-to-follow investment guidance.

How to Get Invested

Many people want to invest, but they just don’t know where to start. Our proven five-step guide can help you get and stay invested. This is the same method we use to invest nearly a $1 billion for clients and shareholders.

Read: 5 Step Mutual Fund Buyers Guide for Getting Back in the Market

How to Manage Risk

Many people can pick a few good funds, and as long as the market stays the same, their choices work out. But when the market inevitably turns, these investors may be taken for a ride. So that’s why it’s important to diversify your fund portfolio and consider the risk of the funds you own.

Learn: Four Simple Ways to Diversify and Manage Risk in Your Fund Portfolio

How to Handle Market Corrections

FundX CIO Jason Browne shared three things you should focus on when markets decline and what you can do to avoid costly mistakes in his market corrections video

Watch: How to Deal with Market Corrections 

How to Stay on Track  

You may already know how to invest, but investment coaching could make you an even better investor by holding you accountable and keeping your on track. FundX President Janet Brown explained how coaching has helped her reach her goals and how it can help you, too.

Watch: The Power of Coaching

It’s easy to get distracted from our portfolios during the year, but here are four ways you can stay on track.

Learn: How to Stay Focused on Your Investments

How to Invest for Retirement

The first step in retirement investing is to know how much you’ll need to fund a comfortable life in retirement. We shared a simple formula as well as a more detailed approach.

Read: How Much Do You Need for Retirement?

The next step is to determine if you’re invested in a way that can help you reach your retirement goal.

Find out in Are You on Track to Reach Your Retirement Goal?

In retirement, you’ll need to consider how much you can spend from your retirement account without running out of money.

Learn: How Much Can You Withdraw From Your Retirement Account?

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