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How Is Your Portfolio?
August 29th, 2009 by admin
It is important that on an annual basis you have at least a phone meeting with your portfolio advisor to see how your finances are doing? Do not just assume that things look good on your annual report and file it until next year. There may be some hidden details you are missing. Is your portfolio constructed to prevent certain shortfalls in the market. Are your investment trusts on solid ground? Is your financial consultant willing to have these conversations with you to answer your questions or is there some hesitation on his/her part? It is your money, keep track of it!
