How do we decide it’s time to change a portfolio?

Given the “millennial speed” of information and change in the world today, our plans anticipate the pace of change while securing long term perspective and results. Ongoing reviews – say quarterly – may planning remains up-to-date and little or nothing needs to be altered on a quarterly basis. Yet in longer periods your own needs and circumstances can change; interest and inflation rates change, as do tax schedules, and so on. We want to continually fit your portfolio and assets with your personal goals for income, estate, etc. Perhaps in the course of 12, 18, or 24 months there will be some amendment to the investments you hold, or to re-balance them according to your plan. Such adjustment may cost nothing and the change is extremely efficient.


2019-03-18T14:41:29-04:00February 27th, 2019|