Whether you are a novice or experienced investor, it is critical to review your investment portfolio as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy by ensuring alignment with your financial goals. 

This checklist helps guide your conversations with your advisor or prospective advisor, and covers:

  • Investment objectives
  • Time horizon and risk tolerance
  • Diversification and asset allocation
  • Tax management, including capital gains and the NIIT
  • Performance monitoring

Click Here: What Issues Should I Consider When Reviewing My Investments?