5 Portfolio Tune-up Questions

A new year is a great time to evaluate the market and economic climate — and your portfolio.

Here are some questions to think about for 2016:

  • What economic or current events are likely to affect my investments in the year ahead?
  • Should I re-evaluate my current asset allocation and investments given market expectations for 2016?
  • Do I need to rebalance my portfolio and return my asset allocations to their target percentages?
  • Am I on track to meet my retirement savings goals or should I consider contributing more to my retirement accounts?
  • Am I taking full advantage of tax-advantaged accounts and investments available to help lower my tax obligations in the year ahead?

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Nothing herein should be considered to be a recommendation of any particular investment or investment strategy or offer to sell any particular investment.