Reviewing Your Investments

During July and August, 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 [link to your white-labeled version from your site or Google Doc] that outlines over 25 key considerations to guide your analysis.

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