Set Yourself up for Success in 2018

December 29, 2017

What do you want to learn in 2018?

You might be looking for new investment opportunities. Maybe you’ve been invested in the U.S. and you want to learn more about how to invest globally.

Or perhaps you want to read more about what you can do about higher interest rates so you’ll feel more confident about your bond investments.  

You could be thinking about how to simplify your investments in the coming years so that it’s easier for you to stay on track.  

These are all important goals, and we can help you get started on them now so you can start the New Year focused and ready.

We’ve collected some of our most valuable guidance from 2017 all in one place. It includes tips to help you invest globally, insights on changing interest rates from our chief investment officer, as well as strategies that can help you streamline your investing.  

Capitalize on global trends

U.S. markets have been in favor for years now, but foreign markets had a strong showing in 2017 and they could continue to do well in 2018.

How can you capitalize on global market trends? These four tips can help you adapt to changing markets and avoid common mistakes.  

Get our foreign investing tips here.

Build wealth and a better world

Investors are increasingly looking for ways to invest that can make a positive impact. As FundX President Janet Brown explains in this video, you can use sustainable investing to help you make money and make a difference.

Click here to get the facts about sustainble investing.  

Plan for higher interest rates

FundX Chief Investment Officer Jason Browne talked to CNBC about changing interest rates, but the bigger question, is what can you do about interest rates now when there’s still so much uncertainty?

We shared three practical tips to help you stay on track here.

Read what to do about interest rates.


Focus on bond funds

One simple way to prepare for changing bond market is to invest in bond funds rather than individual bonds.

Funds give you diversification, liquidity and access to many important opportunities. Nearly 5,000 people read our Forbes post about the benefits of bond funds. You can access it here.

Click to read about the advantages of bond funds.

Streamline your investing

Are you managing too many accounts? This can take a lot of time, run up your costs, and drive you crazy.

If you’re looking to simplify your investments, start by consolidating your accounts. Find out why this is so advantageous and how to do it here.

What to do if you’re managing too many accounts.

Time-saving investment tips

Many investors say that they just don’t have enough time for their investments. To help, we shared six ways to make investment decisions faster and still stay on track.

Click here to get our time-saving investment tips.



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