Many people have a “set it and forget it” attitude about investing. Discover why ongoing investment portfolio management might be a better approach to consider.
To many people, investment management simply means tracking performance. But it’s that and so much more. It involves continually evaluating and adjusting your portfolio based on your goals, risk tolerance, time horizon, and market conditions.
So whether you do it yourself or hire a professional, ongoing investment management is an essential part of helping to keep your portfolio on track.
Effective investment management starts with information. Asking questions like the ones below may help you determine if your portfolio is positioned appropriately.
Through your responses, you may uncover new investment needs, gaps in your asset allocation, over-weightings in certain securities, or other issues—all of which are important to know when managing your investments. Armed with this information, you can then take the necessary steps to update your portfolio, which might include:
Your life is ever evolving, and it’s important that your portfolio changes with it to help you stay on track for the future you envision. And while ongoing investment management can’t guarantee you’ll live the retirement you want, it could potentially go a long way in helping you pursue your goals.
Planning for tomorrow involves setting financial goals today. Want to know if your plans are on track?
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing.
Asset allocation and diversification do not eliminate the risk of experiencing investment losses.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2022 Charles Schwab & Co. Inc. All rights reserved.