4 Important Questions You Need to Ask

Investors that will soon retire or are already retired, need to keep in mind 4 important questions when reviewing or creating an investment portfolio.

  1. Does the projected return of the portfolio match with the risk I am willing to assume?
  2. Does the portfolio have sufficient and immediate liquidity should I need some or all of my
    money for an unexpected need or unforeseen crisis?
  3. Am I able to understand conceptually the basic “how and why” of my portfolio’s construction?
  4. Is the advisor I am working with available on a regular basis and do they return my calls quickly and provide reliable advice and answers when I have questions?

If your answer is no to any of the above questions or you are unsure of your answer, you need to have a serious consultation with your current advisor or seek out a new advisor, to which your answers will be a clear yes.

While younger investors who have many years of employment ahead of them may be able to absorb
some extreme market volatility, folks in the process of retiring or who are already retired, don’t have that ability or willingness.

Understanding your “risk tolerance” and designing a portfolio in which you have confidence is of the utmost importance!

* The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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*All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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