2 Ways to Predict if You’ll Hit Your Goals by Saving or Investing

by The Wall Street Geek on November 22, 2012 · 6 comments

I hope you’re having a Happy Thanksgiving, my friends.

I’m sinking my teeth into Freshdirect’s Thanksgiving in a Box.  If you don’t know what that is, call up your best friend that lives in a city and find out.  Changed my life — no more soggy stuffing and dealing with chicken livers!  Unpaid endorsement, by the way.

With yet another year coming to an end, you may be looking at your investments to figure out if you should make any changes.  I give a strategy for figuring out when to shed your portfolio of underperforming investments before you miss hitting your target portfolio value when you want to hit it.

So if you’re saving for something right now, wouldn’t it help to know how well you’re doing?  Definitely.  Here are two ways to estimate the future value of your savings.

Happy holidays!

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Price CapitalAfter turning $1100 into $7015 in the stock market right out of college, Michelle worked 15 years on Wall Street at Morgan Stanley, Citigroup and Goldman Sachs. She wrote "How to Buy Stocks Online", and is a fee only financial advisor providing investment help in New York City.


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