Carnegie Investment Counsel Blog

 

Shams Afzal, AIF®

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What Should I Do with My Portfolio in My 20s, 30s and Beyond?

Posted by Shams Afzal, AIF® on Oct 27, 2020 1:30:00 PM

While some investing wisdom is timeless and can be as simple as “save early and often,” behavioral finance shows us that the best advice is one that can be followed and adhered to long enough for it to deliver. 

Priorities in one's 20s are and should be different than those in one's 40s and beyond. 2020 has put a wrinkle in even the best laid plans and added other layers of uncertainties to be taken into account for both short- and long-term financial decisions. Here are some steps to consider in the different phases of financial life.

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Topics: Investment Management

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