What Issues Should I Consider When Reviewing My Investments?
It is critical to review your investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you and your advisor evaluate and confirm your strategy, ensuring alignment with your financial goals.
This checklist helps guide you when reviewing your investment portfolios, and covers:
Download your checklist below!
This checklist helps guide you when reviewing your investment portfolios, and covers:
- Investment objectives
- Time horizon and risk tolerance
- Diversification and asset allocation
- Tax management, including capital gains and the NIIT
- Performance monitoring
Download your checklist below!
| what-issues-should-i-consider-when-reviewing-my-investments-2022.pdf |
What Next?
If you have some lingering questions after reviewing the checklist, feel free to schedule a call or come in for a review. You can use the links below.