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?
