5 Ways to Be a Savvy Investor in 2025
Key Takeaways
1. The first tip for the year ahead is to make sure that you’re not underweighting unloved market segments.
2. Even though the rate of inflation has been coming down, you should not become complacent in your portfolio about inflation.
3. Take a closer look at your cash holdings to make sure that you aren’t holding too much in investment accounts that are really cheaping out in terms of their yields, and consider your liquidity needs.
4. When thinking about bond portfolios today, hold short-term high-quality bonds in line with your expected spending horizon.
5. When considering actual savings amounts, look for additional tax-sheltered savings opportunities
Key Takeaways
1. The first tip for the year ahead is to make sure that you’re not underweighting unloved market segments.
2. Even though the rate of inflation has been coming down, you should not become complacent in your portfolio about inflation.
3. Take a closer look at your cash holdings to make sure that you aren’t holding too much in investment accounts that are really cheaping out in terms of their yields, and consider your liquidity needs.
4. When thinking about bond portfolios today, hold short-term high-quality bonds in line with your expected spending horizon.
5. When considering actual savings amounts, look for additional tax-sheltered savings opportunities