-Review how much the fund is costing you.
-Check the holdings to make sure there are no surprises.
-Get info on managers: their outlook and possible changes in who is running the fund.
Q: How do I calculate ROI for a given time period?
Read MoreWhen managing risk across clients’ entire life spans, financial advisors have observed some common customer mind-sets — and associated risks — within each specific decade of life.
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