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.
Investment Objective
• Does your Allocation meet your Risk Tolerance?
Investment Issues
• Allocation rebalancing every 6 months to 1 year
Tax Issues
• 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.
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Downie Financial Group
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26050 Acero, Mission Viejo, CA 92691
Phone: 714-909-1215
Email: cliff@cliffdownie.com
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