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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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714-909-1215

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cliff@cliffdownie.com

BRANCH ADDRESS
26050 Acero, Mission Viejo, CA 92691
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”

Check the background of this financial professional on FINRA’s BrokerCheck

Downie Financial Group (“DFG”) is a registered investment adviser offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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

Branch office address:
26050 Acero, Mission Viejo, CA 92691
Phone: 714-909-1215
Email: cliff@cliffdownie.com

 

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

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