It’s Time for Your Annual Investment Checkup
By: Rev. Keith E. Lawder
The New Year is the perfect time for an annual checkup of your investment program. Here are four questions to consider as you review.
1) Are you on track to meet your long-term goals? Ideally the market value of your portfolio should be increasing sufficiently to realize your plans on schedule.
2) Is the risk in your portfolio in line with your life stage? Incomes change as to the inherent risks of particular investments. Perhaps it is time to rebalance your portfolio.
3) Have your needs changed? Sometimes we need our investments to do more or less than we initially expected.
And 4) Are you saving enough? We live longer and may wish to update wills and planned giving documents.
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