make is to have too much, (more than 10-15% of their portfolio), in their com- pany’s stock, which can spell disaster if it takes a turn for the worst. Imagine los- ing your job and your retirement savings in one fell swoop. While a certain stock or sector might be affected by a market decline, a gain in another might offset it.


Source: Morningstar If you ever have questions or concerns about your portfolio, we are at your service. Call today for a free consultation 704-315-5623, or visit www.moneycounts.biz ●


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Debbie Peterson Money Counts, Inc. 11121 Carmel Commons Blvd. Suite 400, Charlotte, NC 28226 Tel: 704-277-6995 deb@moneycounts.biz www.moneycounts.biz


www.womanwithknowhow.com OCTOBER 2012 31


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