Your home, job and pensions are an important – and often overlooked – part of your investment picture.
When you think about your portfolio and it’s components, what items come to mind? Your stocks, bonds and mutual funds, naturally, whether they’re in a 401(k) or a discretionary account. No doubt you think about company stock if you have it (a new piece of research from Fidelity says 10% of employees who have this benefit consider it more important than their 401(k).) And perhaps you consider investments that you’ve made – angel style – in start-up companies, or rental properties that provide you with ancillary income. These all fall under the uber-heading of “Investments,” with a capital I.
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