Investment Review Options
In this post I’ll be covering some issues to watch for when you are reviewing your investments.
Let’s begin with 3 areas to focus on.
• Does your Allocation meet your Risk Tolerance?
• Allocation rebalancing every 6 months to 1 year
• Expense ratios can range from 0.5% to 1%
While there is no guarantee of any gains when investing, paying close attention to these areas may help you achieve your long term investment goals for retirement.
Need Help Reviewing Your Investments?
Schedule Your “No Pressure” Review Call Below
Related Financial Videos
If you got value from this post check out more videos below.
In this post I'll be covering the very important difference between a Broker, Fiduciary, and...
In this post I'll be covering your options when you leave an employer and what to do with your old...
In this post I'll be covering the options available to you if you want to make contributions to a...
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Downie Financial Group
Areas of Service
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino
Downie Financial Group - All Rights Reserved