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Meet Liz Davidson
The 3% Return Advantage
The 3% advantage is…
Step
1
Invest in low-fee mutual funds
Step
2
Stick to low-turnover investments
Step
3
Rebalance your portfolio
A
Perform a fee analysis of your current investments
Visit this site to get started
View resource
B
Consider index funds
Learn more about Index Funds
View resource
A
Review your investments
Watch this video about how to invest
View resource
B
Switch to funds with 25 percent or lower turnover
Find out what your investments are costing you
View resource
A
Review your asset allocation
Fill out this worksheet to determine your risk tolerance
View resource
B
Make any changes if necessary
Review your portfolio using MintLife's FutureAdvisor.com
View resource
C
Set a reminder to rebalance at least annually to buy low and sell high
See how long your nest egg will last and rebalance your portfolio to adjust for retirement goals and needs
View resource
Author's Videos
What Isn't My Financial Advisor Telling Me
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Why I Started Financial Finesse
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When Do I Need An Advisor
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What Isn't My Financial Advisor Telling Me
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Why I Started Financial Finesse
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When Do I Need An Advisor
