CNNMoney.com
Companies Economy International Corrections Pre-market Trading After-hours Trading Winners/Losers/Actives Bonds Currencies Commodities World Markets Money Magazine Real Estate Taxes Jobs Ask the Expert Money 101 Autos Mutual Funds The Help Desk Loan Center Best Places to Live Ask the Expert Ultimate Guide to Retirement Retirement Calculators Best Funds Best Places to Retire Fortune Brainstorm Tech Apple 2.0 Blog Big Tech Blog Sectors and Stocks Tech Talk Resource Guide Small Business Makeovers Questions & Answers Small Business Video 100 Best Places to Launch FSB 100 Fortune Small Business Fortune 500 Brainstorm Tech Investing Management C-Suite Rankings Main Create Portfolio Edit Portfolio Create Alerts Edit Alerts

A monthly guide to making money

Instead of tackling huge goals that feel tough to reach, break them into manageable tasks to increase your odds of success.

July
Do a midyear checkup
Check your balance Compare your mix of stocks,

Fix the mix In your tax-deferred accounts, move money out of assets that have had substantial gains and into those that have lagged. In taxable accounts, don't put new money into assets that exceed your target weighting.

Get a hand If your retirement plan offers a rebalancing Web tool, you can input your target percentages and hit enter and the administrator will do the necessary trades. Or ask your customer service rep for help.

1

2

3

4

5

6

7

8

9

10

11

12
The outlook The economy, housing, employement and the markets: What will matter most to your money next year? (more)
All the right moves The 22 best ways to keep safe, spend smart and make your money grow. (more)
© 2009 Cable News Network. A Time Warner Company. All Rights Reserved. Terms under which this service is provided to you. Privacy Policy
Copyright © 2009 BigCharts.com Inc. All rights reserved. Please see our Terms of Use.
MarketWatch, the MarketWatch logo, and BigCharts are registered trademarks of MarketWatch, Inc.
Intraday data provided by Interactive Data Real-Time Services and subject to the Terms of Use.
Intraday data is at least 20-minutes delayed. All times are ET.
Historical, current end-of-day data, and splits data provided by Interactive Data Pricing and Reference Data.
Fundamental data provided by Morningstar, Inc..
SEC Filings data provided by Edgar Online Inc..
Earnings data provided by FactSet CallStreet, LLC.