Checklist: Reviewing 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.
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 that outlines over 25 key considerations to guide your analysis.