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What Issues Should I Consider When Reviewing My Investments?

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It is critical to review your investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your investment strategy, ensuring alignment with your financial goals. 


This checklist helps guide you in reviewing your investment portfolios, and covers:


  • Investment objectives
  • Time horizon and risk tolerance
  • Diversification and asset allocation
  • Tax management, including capital gains and the NIIT
  • Performance monitoring

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