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Kiplinger
Kiplinger
Business
Brian Spinelli, CFP®, AIF®

FORGOTTEN HISTORY: Five tips for level headed investing in 2024 and beyond - The Untold Story

A young woman smiles as she types on her laptop while lying on the sofa.

Starting a new calendar year may seem like the time to revisit your investment strategy, but remember that things don’t just reset on Jan. 1. It may be a new reporting period and an opportunity to revisit your financial goals, but it’s also an important time to brush up on investing basics. But before you consider changing investments around at the beginning of the year, keep these five points in mind:

1. Know what risks you are taking.

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