Though you may not share the same viewpoints about how to invest your money, it’s important to talk about it.
As you begin to invest, you will have many questions. If you are in a relationship, there will be even more. You will need to talk. Some conversations are more important than others for spouses and partners. Don’t skip the one about how you invest your money.
Part of the conversation will be how to make sure you are monitoring your portfolio. Tracking your investment progress doesn’t have to be a daily, weekly, or monthly routine. In most cases, quarterly checkups should suffice.
The New Tax Law
Tax-planning strategies, plus analysis from Wells Fargo Investment Institute on what the new law may mean for investors.