NOW THAT YOU better understand the “New ROI” approach to investing and its primary goal of reliability of income in retirement, it’s time to determine step-by-step what works best for your money, your portfolio, and your goals.
Righting your retirement portfolio begins with a review of the essential elements and related issues of the New ROI process and of your existing portfolio, if applicable.
Remember: It’s crucial to take the emotion out of your investment decision-making. Do you have a strategy in place that eliminates emotional decision-making from your portfolio? We all should, no matter the approach each of us takes to investing for retirement.
Let’s review step-by-step ...