Your August Financial To-Do List

It's time for some summer financial audits!

Ruth Saldanha 6 August, 2021 | 1:21AM
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Ruth Saldanha: Welcome to Morningstar. I'm Ruth Saldanha. Each month we discuss specific financial areas on which you should focus. This is your August financial to do list. August is traditionally a slow month a lot of us take time off to spend with our families. And if you have some time to spare, this is an ideal time to do some audits in your financial life. Morningstar's Director of Personal Finance, Christine Benz recommends that every investor should create an investor policy statement. For those of us that don't have one yet or don't know what one is, now is probably a good time to make one because like Benz says having a portfolio without an investment policy statement is a little like trying to build a house without a blueprint.

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About Author

Ruth Saldanha

Ruth Saldanha  is Senior Editor at Morningstar.ca. Follow her on Twitter @KarishmaRuth.

 
 
 

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