Thursday, February 16, 2012
PORTFOLIO CHECKUP
10:40 AM | 
Posted by
pensionfinancialservices |
At Pension Parameters Financial Services, the doctors are always in and an appointment is never a problem.
That is, PPI experts are acutely aware that market conditions, like our health, are constantly subject to change. For that reason, thorough and periodic checkups on your portfolio’s performance—whether or not it’s meeting your needs and retirement expectations—is just the tonic for giving you a healthy confidence in your financial profile.
The points made in an insightful and highly recommended 2012 article in Fidelity Investor’s Publications about staying on top of your portfolio’s goals for today and the future jibes greatly with what Pension Parameters Financial Services, Inc.’s President Kevin F. McCormack calls “our own steady, rigorous—and, most of all, personalized--assessment of investment strategies, allocations and, if necessary, adjustments.” The Fidelity article describes four steps (listed below) in “evaluating your investments and performance,” and succeeding blogs will elaborate on each one. They are:
Step 1: Assess overall performance
Step 2: Evaluate your asset allocation
Step 3: Review individual holdings
Step 4: Plan for the future
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