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?
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