Portfolio Review

Reassessing Your Investments with a Portfolio Review is Critically Important Today

Just when you think everything is going smoothly, life happens. Markets go up and down, tax rules change and your personal financial needs and goals shift. Events large or small can change everything.

Chances are there have been changes in your life or the financial markets since you last reviewed your investment portfolio. The downturn in our economy and recent events in the financial markets are causing many to worry about their future. There has never been a more important time to sit down and have a financial review.

Make a Periodic Portfolio Review a Regular Part of Your Financial Strategy

Even in stable economic times, periodically sitting down with a certified financial advisor for a portfolio review is smart. Conscientious portfolio management becomes absolutely necessary as your family and income grow, retirement looms, and lifelong dreams take on more urgency. That's why it's important to have your portfolio reviewed on a regular basis to make sure you are on track to meet your goals.

Doesn't reassessing your portfolio management in these times of an unpredictable economy and volatile financial markets make a lot of sense? You've worked hard in your career--don't allow factors such as a sluggish stock market and uncertain real estate holdings to shrink your wealth and jeopardize your retirement.

A Portfolio Review is the Trigger for a Broader Analysis of Your Changing Financial Goals

While objectively examining how well your portfolio is performing, Shawn will discuss your financial goals and whether you are on track to realize them. Stocks and other assets that were a good fit in the past may not be such a wise investment today. You may also want to reallocate to solid performing investments that are underfunded.

Even if you aren't a client of Shawn's, but would like a second opinion on your investments, contact us for your complimentary portfolio review. Shawn is happy to provide an objective analysis of your current portfolio and discuss possible solutions to improve it. As with doctors, it never hurts to solicit another opinion when it comes to your financial health.

A Portfolio Review Helps to Answer the Tough Questions

It's easy to sometimes postpone asking yourself questions that will have a huge impact on the wealth you have built. But consider these issues:

• Would you like to see improvement in the performance of your investment portfolio?
• Do you know the amount of risk you are taking with your current portfolio?
• Is your portfolio designed around your risk tolerance?
• Do you know the quality of the investments in your portfolio?
• Would you like to know if there are better investment opportunities available to you?

Answering these questions in a vacuum is difficult. Working with an experienced financial advisor for a comprehensive portfolio review will not only make answering the questions easier, but will also enable your advisor to create or revise an effective financial strategy to meet your future goals.

Preserve your lifestyle by protecting your hard-earned wealth. With a periodic portfolio review, we can help keep your financial goals in sight, AND within reach.

Call our Folsom office at 916-355-8860 to schedule a review of your portfolio today. We support clients across Northern California, including many in the communities of Auburn, Cameron Park, Carmichael, Citrus Heights, El Dorado Hills, Fair Oaks, Folsom, Gold River, Granite Bay, Lincoln, Loomis, Orangevale, Placerville, Rancho Murrieta, Rocklin, Roseville, Sacramento, Shingle Springs, and Sloughhouse.