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  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

What Issues Should I Consider When Reviewing My Investments?

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.
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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
File Size: 124 kb
File Type: pdf
Download File

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.

Schedule a Call
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Buford, GA 30518

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