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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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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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