Investor Minute

Checklist: What Issues Should I Consider When Reviewing My Investments?

We want to help you review your investments.

Perhaps you want to…

Review the risk you are taking with your investments and want to consider adjusting your asset allocation;
Make a contribution to or withdrawal from an investment account; or
Discuss the current market outlook, the Fed’s monetary policy, or other economic trends.

Whatever the case, mid-year is a good time to review your portfolio to ensure your strategy aligns with your needs and goals.

Careful investment planning is essential but can be quite complex. Performance is just one consideration when reviewing your portfolio. Factors such as diversification, taxation, and fees can have a dramatic impact during any economic climate.

To assist you in reviewing your investments, we have a checklist HERE that outlines over 25 key considerations to guide your analysis.

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss this further, or schedule a time with us on our calendar here.