The key is to set investment goals ... If paying for the expertise of portfolio managers threatens to eat up too much of the funds you wish to invest, opt for a robo-advisor.

Setting up a sustainable, long-term investment ... a foundation or a pension plan," says Sonya Mughal, CEO of wealth and investment management firm Bailard. That being said, there are a few ...

Consolidate your old 401(k) and other investment accounts to simplify management and improve returns. Set up automatic transfers and reinvest dividends to keep your investments growing consistently.