The Wall Street Journal - Treussard on Investment Portfolio “Spring Cleaning”
Summary:
Jonathan Treussard contributed to Lawrence Strauss' valuable piece in The Wall Street Journal on good portfolio "spring-cleaning" ideas for investors.
Think Big Picture
Rebalance Holdings
Monitor Fees
Review Estate Plans
On fees:
"Jonathan Treussard, founder of Treussard Capital Management, offers a direct approach to analyzing fund costs. “Just look at the expense ratios of your holdings,” he says, likening such an exercise to reviewing subscriptions: You may be shelling out a lot more than you realize."
Read the full article here.
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