We can work with you to regularly review and reassess your portfolio and help give you confidence that your portfolio is appropriately balanced between growth-oriented investments and income-focused assets, depending on your needs.
In addition to an ongoing review of needs, goals and investment performance, we can help you understand how routine decisions can have a significant impact on the effectiveness of your long-term plans. For example, consolidating cash accounts – including savings, money market and checking accounts – can make it easier to monitor your savings and spending and take advantage of lower fees and potentially higher interest rates.
Growth-oriented investments generally involve greater risks and may not be appropriate for every investor.
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