By SJS Investment Services Senior Advisor Andrew Schaetzke, CFP®.
Like most people, your financial situation will probably change significantly over time, whether due to new family members, new career, new expenses, additional assets, or various other changes. As your financial situation and financial goals change, your investment plan also probably needs to change in order to reach your financial goals. We find that people with well-thought-out investment plans are more likely to accomplish their financial goals than people who don’t create a plan.
To help you figure out what to consider when reviewing your investment plan, we provide the below resource. From this resource, you may come away with answers and action items for the following:
Do the goals, time horizon, and objectives of your investment portfolio need to be reviewed, updated, or documented? Do you need to create or update your written investment strategy and plan?
Do you need to review your risk tolerance or asset allocation?
Do you need to open a new account specifically tied to an investment objective, or consolidate existing accounts?
Are you trying to minimize your tax liability? If so, what are some ways to potentially decrease your tax liability?
As always, we are here to help you analyze your personal situation and help you plan for your future. Please feel free to reach out to us if you have any questions.
Important Disclosure Information & Sources:
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide tax advice. Please consult your tax professional for specific advice. This material has been prepared for informational purposes only.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
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