Updated Thursday, July 31, 2014 as of 1:26 AM ET
Portfolio - Mutual Funds
Fine-Tuning a Portfolio Gets Year off to a Good Start
by: Matthew Lemieux
Friday, February 1, 2013

With most of 2013 still ahead, investors should not overlook the opportunity to review their portfolios to make sure they are still aligned with their short- and long-term goals. While it is easy to get wrapped up in other priorities, the beginning of a year is an ideal time for investors and their advisors to spend some time going over current holdings and possible future allocations. Although most fund investors are focused on long-term investing, a year or several without such a review can create disconnects in a portfolio's positioning versus the expectations of the investor.

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