5 Portfolio Tune-up Questions

The segment landing page is Wealth Insights. Click here to go to segment landing page.
5 Portfolio Tune-up Questions
Previous

Content Type: Article

This article is rated three-and-half-star out of 5 stars

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?
Next

On a scale from 1 to 5, with 1 being 'Not Good' and 5 being 'Excellent', how would you rate this article?

Press enter to submit your rating

Rate this Article

Use this form to provide additional feedback based on the rating you provided.

Thanks for Rating

Would you like to provide feedback?

Thanks for your feedback!

Related Insights

See All Insights

Looking for More?

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