What asset allocation model are you currently utilizing? When was the last time you reviewed your asset mix?
Which of the following should I use as part of my investment portfolio?
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks and Bonds
- Managed Portfolios
What specific financial goals are you targeting for your investment portfolio and what is your time frame for each goal? What rate of return on your portfolio do you require to meet each of your goals?
How should you adjust your portfolio when your investments drop five percent, 10 percent or 20 percent due to market volatility?
Fixed Income Investments
What fixed-income strategies are you using to minimize interest rate risk?
Post Retirement Asset Allocation
I’m retired now. What should my asset allocation look like? What is the best way to draw income off of my assets to ensure I still have money 10, 20 or 30 years from now?
*Securities and Advisory services offered through United Planners Financial Services, Member FINRA/SIPC