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Implementing An Investment Portfolio

So by now you are making smart saving decisions, educated on the types of investments available to you, actively investing in your work’s 401(k) plan, have chosen a discounted online broker, saved enough money outside of work to exceed your “cash buffer”, and have either funded your brokerage account with cash or have transferred your previous investment account from a high-cost provider (please refer to prior sections if this is not the case).

Now, what do we do with the money?

Your investment allocation will stick to our previous strategy of long-term, low-cost, equity investment – but the way you choose specific investments to pursue this strategy will vary based on the amount of money you have.