Amanda Stanhaus

Tag: annual report

Annual Report

A business’s Christmas letter. The once a year what’s happenin’ booklet with letters and photos. Check out the balance sheet, cash flow statement and comprehensive income statement.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

What Do I Want From My Investments?

What do I want?

What’s my time frame?

How much commitment?

Am I ready to give it all up?

Questions I had to answer while picking stocks. My beloved $$ was up for grabs.

(click on the bold-faced vocab words:))

A couple of weekends were jam packed with business sections of newspapers and magazines, years of annual reports, financial blogs, and chats with my financial advisor.

Picking the right stocks for my financial situation, time frame and risk tolerance turned into a production.

I’ll re-answer the above questions every few months to make sure my portfolio still serves my needs. But remember, I value invest. Hiccups don’t faze me and my loyalty.

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(Originally published on Amanda Stanhaus’s financial literacy blog: XO, Bettie.)