What is portfolio management?
Portfolio management is the process of creating and managing your investment account. And when you start investing, one of your first decisions is choosing what to do with your money.
If you’ve ever watched a movie depicting traders on Wall Street, you might have gotten the idea that investing involves a lot of chaos and activity. But it doesn’t have to be that way. In fact, if you start with solid financial planning, you’ll be able to spend most of your time paying attention to your daily life, not your investment portfolio.
Whether you decide to manage your investments on your own or choose to get professional advice to help with your financial goals, you need to consider your lifestyle and preferences. Finding what works for you can result in less stress and potentially greater rewards.
Get started with portfolio management
Managing your portfolio doesn’t have to be stressful. If you’re a hands-off investor, you can look into financial advice. But if you like having control over your account and choosing your own investments, be sure to take advantage of our resources, which can help you learn more about your options.