Action items on my financial management

Action items on my financial management

1. Calculate net worth, cash, annual return, and financial plan
2. stock investment lesson learned
3. finish reviewing AIG, BAC quarterly earning conference, Yellen’s June Fed conference, Buffett’s annual meeting – by end of June
4. have a prudent and consistent investment strategy, framework and criteria
5. have portfolio, trade/investment thesis
6. have risk averse, MOS, risk management
7. be humble, learn from others
8. tax management
   1. credit card account consolidation
   2. payment history with quarterly review
   3. live on budget