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DG Private Wealth Management

858.752.1726
Financial planning, investment planning and retirement planning, asset management and life insurance.

Investment Review

Asset allocation and investment planner diversification etfWhen was the last time you reviewed your investments?

If you're like many people, you may have left your investments on autopilot. You recognize the value in investment planning, but may find it too intimidating to tackle on your own.

Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate.  As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning.

Because your current and future lifestyle depends on the wealth you plan for today, it is important to ask yourself the following questions:

  • What specific financial goals are you targeting for your investment portfolio? What is your time frame for each goal?

  • Which asset allocation model are you currently utilizing?

  • When was the last time you reviewed your asset mix?

  • What rate of return on your portfolio do you require to meet each of your goals?

  • How do you adjust your portfolio when your investments drop 5 percent, 10 percent, or 20 percent due to market volatility?

  • What percentage of your portfolio do you commit to small company stocks, international stocks, and real estate?

  • How many individual stock positions do you have that are greater than 5 percent of your total portfolio?

By examining your investment needs and your current holdings, we can help make sure you are on the right track to meet your goals. We can analyze your holdings and help you chart a course of action.  Call us to schedule an appointment today. You can also read our Diversification Through Multi Asset Class Investing Publication it addresses the questions above, or call us if you would like to discuss implementation.

Call 858.752.1726