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Jason Mengel holds a Certified Financial Planner designation, and is a member of the Financial Planning Association. In 2010, he co-founded Fusion Capital, which has three offices in South Carolina: Charleston, Myrtle Beach and Aiken. Mengel graduated from Wofford College in Spartanburg, South Carolina, with a B.A. in finance. He is a member of the Isle of Palms Exchange Club, and is a member of the Professional Palmetto Society. Mengel is a contributing columnist for the "Island Eye" newspaper in Charleston.
That stock that did so well for you over the years? Don't get so attached that you hold back when it's time to rebalance.
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Ask yourself this: Am I a buy-and-hold investor who doesn’t need a lot of hand-holding, or do I need more comprehensive services?