Hold your own year-end review

We’re coming to the end of the year, a good time to pretend you’re a corporation and check your financial performance. Review your current portfolio and see if you need to adjust anything to keep your investments in line with your goals and objectives.

“Has there been a life event that changes the way you want your portfolio to work?” asks Thomas J. O’Connell, president of International Financial Advisory Group in Parsippany, New Jersey. A birth, death, retirement or a family member entering college can all have an impact on how you should invest during the new year.

Leave a Reply

Your email address will not be published. Required fields are marked *