Your Investments and Getting A Round TUIT

If you are like most people, managing your investments is one of those activities you do when you get around to it.  Maybe your broker calls you with a new investment idea, you inherit some money, you get a bonus, or receive a nice financial windfall.   You might already sit down annually with your advisors to review one or two of your investment accounts – but sometimes these can be more of a sales event on why you should keep him/her, versus an opportunity to educate you on your investments, why you have what you have, and what you can expect in the future.

As an experienced Financial Advisor we cannot predict what the market is going to do in the future.  Knowing this, one of our primary roles in a client’s life is to build a personalized portfolio that allows us to have a reasonable amount of expectation as to what our Investment management firms Orlando will do if the market does X.     As an example, if the market (i.e. the S&P 500 Index) goes up or down 15%, what are your expectations?  Is it that your portfolio will be up or down 5%, 10%, or 12%…or do you not have any expectations?   (If not, you should!)

I have found that a common attribute among successful investors is that they do not invest blindly and just hope it goes up.  They set expectations and then make adjustments to their portfolios to meet or exceed those expectations.  That does not mean ‘invest and leave it alone’.

So here is the question.  “When are you going to get a Round TUIT?” *

The process of evaluating your investments is not painful and only takes an hour of your time. To prove it, using the link below, provide the symbol or fund name, the amount you have invested in it, and your email address.  I will send you back a Morningstar report and provide you with a no obligation 30 minute phone call where we can discuss the results you might expect if the market does X or Y.

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