Clueless No More!: A Checklist of What You Need to Know and Do to be INFORMED and IN CONTROL Over Your Investment Accounts

You may be losing thousands of dollars each year in your investment accounts and you haven’t a clue that it’s happening. Part of it may be your own doing: you’re uninformed, don’t know what questions you should be asking, have no clear direction or plan, and your accounts are an unorganized pile-up of “why-do-I-own-these?” investments. Adding to this is the fact that you haven’t a clue as to what you’re really paying in fees and commissions and no way to confirm whether you, or those advising you, are adding any value. Losing money occasionally in the market is one thing, but constantly throwing it away because you’re not on top of what’s going on with your accounts is another. Clueless No More! is the fix.

Whether you’re a ‘do-it-yourselfer’ or work with a financial advisor, have one account or several accounts, Clueless No More! lays out everything you need to know and do in a 10-point checklist. Instructional materials explain the purpose and importance of each checklist item, and provide easy-to-follow guidelines to help you complete the checklist. With a little effort, you’ll be in-the-know, in control, and keeping the money you used to throw away.