InvestRight Principle #5: Choose Good Investments

InvestRight Principle #5

1. Know what you're investing for.

2. Make paying yourself a priority.

3. Make tax-smart investments.

4. Diversify your portfolio.

5. Choose good investments.

> Individual securities or mutual funds?

> Index funds versus actively managed funds

> Mutual fund expenses

> Relationship between expenses and returns

> Selecting a financial services company

> Portfolio Remodel

Whether you're an experienced investor or you're just dipping your toes in investment waters for the first time, you need to consider a few things.

This guide helps identify the important considerations in choosing investments and financial services providers that meet your needs.



	Yoshi and Keiko are in their early 50s. Yoshi is an IT manager at a large manufacturing plant, and Keiko is a teacher. Currently, their investments include $60,000 in Keiko's 403(b) plan and $18,000 in Yoshi's 401(k) plan, plus a Rollover IRA with $120,000 that Yoshi rolled over from a previous job. Read full story.

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