What to Consider When Reviewing Your Investments

<p>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 <a href='https://bautisfinancial.com/agent-of-wealth-podcast/'>The Agent of Wealth Podcast</a>, host <a href='https://bautisfinancial.com/marc-bautis/'>Marc Bautis</a> is joined by <a href='https://bautisfinancial.com/kayla-waller-joins-bautis-financial/'>Kayla Waller</a>, Paraplanner at <a href='https://bautisfinancial.com/'>Bautis Financial</a>, to guide you through five important considerations to make when you conduct an investment portfolio review. </p><p>In this episode, you will learn:</p><ul><li>How to review the risk you are taking with your investments and adjust your asset allocation.</li><li>Why significant positions that represent a large percentage of your portfolio should be considered during an investment portfolio review.</li><li>Reasons for consolidating accounts in your portfolio.</li><li>Reasons for opening new accounts in your portfolio.</li><li>How to create a plan for periods of market volatility.</li><li>And more!</li></ul><p>Resources:<br/><a href='https://bautisfinancial.com/episode-152-what-to-consider-when-reviewing-your-investments/'>Episode Transcript &amp; Blog</a> | <a href='https://www.fppathfinder.com/checklist/what-issues-should-i-consider-when-reviewing-my-investments-2023/?sh=eTHEKW8ZsaPJzUBp&amp;r=10656&amp;a=268&amp;c'>Complete the Checklist</a> | <a href='https://calendly.com/d/wyh6-s5jy/15-minute-introductory-meeting?month=2022-08'>Schedule an Introductory Call</a> | <a href='https://bautisfinancial.com/'>Bautis Financial</a>: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000</p>