Despite having my Series 6 and 63, I am not an investment expert, by any means, nor do I pretend to be.  Luckily, there are free tools out there for people like me to allow me (and maybe you lol) to analyze your portfolio and investments.

I personally use Morningstar X-Ray Tool*

What is Morningstar?

From their website,

Morningstar

Continue reading Using Morningstar’s FREE Instant X-Ray Tool to Evaluate your Portfolio