Set Yourself up for Investing Success in 2017

January 4, 2017

fb-setyourselfupforsuccess2017What are you trying to accomplish this year? What do you NEED to know to make that happen?

Maybe you’re out of the market, and you need to get invested again if you hope to grow your portfolio.

Or perhaps your bond positions lost money last year when interest rates rose, and you want to learn a better way to adapt to changing markets.

We’ve been helping investors make these important decisions for more than 40 years, and we share the tools and strategies that have worked for us for decades on the FundX blog.  

To help you start the New Year focused and ready, we’ve collected some of our most valuable guidance from 2016 in one place.

Make this the year you make real progress on your investment goals.

How to get (& stay) invested


If you’ve got some cash that you’ve been meaning to invest, now’s the time to get back in the market. The sooner you invest, the more time your money has to grow. Use our five-step guide to get (and stay) invested.

Read: 5-Step Guide to Getting Back in the Market



How to effectively manage your fund portfolio

fb-stayontopggbridgeNow that you’re invested, how can you stay on top of your funds and effectively manage your portfolio over time? That’s what we’ve been doing for our clients for nearly 50 years, and these four tips can help you save time and money.

Read: 4 Effective Portfolio Management Tips



What to do in uncertain markets

fb-4certaintiesUncertainty is part of long-term investing, just like it’s part of life. 

One way to deal with uncertainty is to focus on what we know, not on what we don’t know. Here are four certainties to get you started.

Read: 4 Certainties in Uncertain Times



How to navigate changing bond markets 

fb-navigatingchangingbondmarketsWorried about how higher interest rates will affect the bond market? Make sure you have a plan that helps you adapt to changing markets. It’s what we’ve been doing for decades. Here are the four key steps.

Learn more: Plan for changing bond markets



How to take required minimum distributions (RMDs)

fb-rmdquestionsOnce you’re 70½, the IRS requires that you withdraw a minimum amount from your retirement account(s) each year in what’s called a required minimum distribution, or RMD. But how should you take your RMD—all at once or in installments? And when should you make your withdrawal? Get answers here.

Get: Tips for Taking Your Required Minimum Distribution (RMD)



 How to Build Wealth and Build a Better World

fb-jumpintosriSustainable responsible impact (SRI) investing is one of the fastest growing areas of the fund industry. How can you invest in a way that makes money and makes a difference? Watch this video to get started.

Watch: How to Invest for Good



How to Avoid Election-Year Mistakes

fb-electionyearinvestingThe election may be over, but our post on investing in an election-year is still worth reading, particularly if if you’re still concerned about how the new administration might affect the market.

Read: 3 Ways to Avoid Election-year Mistakes

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