Look At Your Financial House and Clean ItSep20

The following post is courtesy of Diane Harrison who is principal and owner of Panegyric Marketing, a strategic marketing communications firm founded in 2002 specializing in alternative assets.

While the investment world, along with essentially the rest of us, waits anxiously for the US general election to deliver some expectation of where the markets will be heading in 2025, there is still an opportunity to take stock of where we are now and get ready for the election signal to come. 

Let’s keep this basic housekeeping list short and sweet, as we are all undoubtedly exhausted from the political grind. Below are some suggestions to consider or reject as you turn an investment eye inward and tidy up where you sit right now.