Broker Check

Reviewing Your Investment Strategy: Checklist

July 17, 2023

Whether you are a novice or experience investor, it is critical for you to consider reviewing your investment portfolio as part of your financial planning process. 

Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your investment strategy.  This review ensures alignment with your financial goals.

The checklist below contains a few items to consider with an experienced financial planner when reviewing your current investment portfolio:

  • Investment objectives
  • Time horizon and risk tolerance
  • Diversification and asset allocation
  • Tax management
  • Performance monitoring

Call one of our trusted advisors at Infinity Financial Group, LLC to either start your investment journey or to evaluate your current investment portfolio plan.  We are ready to help.