Description

Whether you are a novice or experienced investor, it is critical to review your investment portfolio at least once per year – but particularly during times of uncertainty and volatility. A portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals, and much more. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kayla Waller, Paraplanner at Bautis Financial, to guide you through five important considerations to make when you conduct an investment portfolio review. 

In this episode, you will learn:

• How to review the risk you are taking with your investments and adjust your asset allocation.
• Why significant positions that represent a large percentage of your portfolio should be considered during an investment portfolio review.
• Reasons for consolidating accounts in your portfolio.
• Reasons for opening new accounts in your portfolio.
• How to create a plan for periods of market volatility.
• And more!

Resources:
Episode Transcript & Blog | Complete the Checklist | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000