Fall has arrived – which means the end of the year is quickly approaching. Before the pace picks up with the holiday season, it’s a good time to schedule your annual review.
Investing for the long term is like taking a journey – if you don’t check your progress regularly, how will you know when you’ve arrived? An annual review can help put your progress into perspective. Together, you and your financial advisor will review your goals and help ensure your financial strategy still aligns with them.
You also can talk about any changes that may have occurred over the past year and whether they might impact your portfolio. A review offers other benefits, including:
And if there are additional items on your to-do list that can help you prepare for the unexpected – such as reviewing your insurance coverage or updating your beneficiaries – this is a good time to discuss with your financial advisor.
Markets, interest rates and life’s priorities may change, but your financial advisor’s commitment to helping you achieve your goals won’t. He or she will partner with you over the long term to review your strategy regularly and make the adjustments you need. That way, you can have a clearer picture of where you stand and what you need to do to help reach your goals, which can help you stay on track over time.
To schedule your annual review, contact your local branch office today.