7 Secrets of Highly Successful Investors
It helps if you write down your goals. “If you don’t write them down, they disappear into thin air,” said Ray Ferrara, a certified financial planner for ProVise Managment Group in Clearwater, Fla. And review your goals regularly (preferably annually) to see how you’re doing and whether your goals, or your plans for meeting them, need to be revised. A vacation home in the Rockies might seem a little less important when you start learning about grizzly bears. And a consistently poor-performing mutual fund might need to get the boot.
Kiplinger, October 3, 2019