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New Year:  Review financial plan

1/2/2015

 
The 2014 year-ending performances of the major indices are presented below:
  • Nasdaq Composite  +13.4%
  • S&P 500  +11.4%
  • Dow Jones Industrial Average  +7.5%
  • Russell 2000  +3.6%
Did your portfolio perform as well the benchmark index, the S&P 500?  Now is the time to review the asset allocations of your 401(k), IRA, Roth IRA, or independent portfolio and review your financial plan.


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