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[quote=Anonymous][quote=Anonymous]Do you have a system for keeping track of various investments? All your retirement accounts for various jobs, brokerage accounts, bank accounts, etc. I’d like to get more organized in this area. [/quote] Step 1 - Simplify; Consolidate like accounts. All 401Ks into the current employer, Brokerages accounts into one, etc. unless there's something special about one of those 401K or brokerage accounts (e.g premarital asset or inherited account) that you don't want to touch. Step 2 - create a spreadsheet and record balance and cash each quarter. track change in value and compare against standard indexes. Done. [/quote]
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