Just because something doesn’t do what you planned, doesn’t mean it’s useless.

– Thomas Edison

What to Know About Reviewing Your Investments

Perhaps you want to…

• reconsider the level of risk you are comfortable with for your portfolio and/or want to consider adjusting your asset allocation;
• make a contribution to, or a withdrawal from, an investment account;
• discuss the current market outlook, the Federal Reserve’s monetary policy, or other economic trends.

Whatever the case may be, mid-year is a great time to review your portfolio to ensure your strategy aligns with your current needs and goals.

Careful investment planning is essential to long-term financial success, but it can often be complex. Investment performance is just one consideration when reviewing your portfolio. Factors such as diversification, taxation, and fees can have a dramatic impact on your portfolio during any economic climate.

To assist you in reviewing your investments, here is a checklist that outlines key considerations to guide your analysis.

Other Investment Review Considerations

As you review your investments, questions may come up. We’ve highlighted some of the most frequent questions we hear from our clients. Each question has an associated checklist which highlights key considerations.

• What issues should I consider regarding my non-qualified stock options, incentive stock options, or restricted stock units?
• What should I consider when harvesting capital losses?
• What issues should I consider when owning a rental property?
• What should I consider when reviewing my annuity?
• Should I contribute to my Roth 401(k)?

While checklists can help you identify different opportunities to consider, we are always available to discuss your financial goals and to help identify the best opportunities for you.

Photo of the Month

Emily Petty and her husband Tyler at one of their favorite spots in the Overland Park Arboretum and Botanical Gardens. If you are local to Kansas City and haven’t had a chance to go, now is a beautiful time to visit!

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.