Second Opinion Investment Review
Humph! It’s 3 o’clock in the morning and you can’t sleep because those niggling worries about your investments are bubbling about inside your brain again.
Do you sometimes wonder…
Are my current investments still providing the right mix for me, my family and my future goals?
Did that major life change (like a new baby, divorce or retirement) mean my financial plan needs major changes now too? (The answer to this is a resounding “yes!” by the way.)
Are my holdings reflecting the best asset allocation ratio to suit my risk tolerance and present stage in life?
Is my portfolio out of balance? (Over weighting in any one particular area will expose you to risk if that area underperforms.)
Maybe the mutual funds or GIC’s I’m invested in are just too conservative for my long-term financial goals?
What about diversification? (You should always strive for diversification because that lowers your risk. But, if you have a multitude of opposing investments, widely out of synch with each other and with your future goals, that is not a good thing.)
And then of course, you’ve never been convinced that the financial advice you took from cousin Hildy the haberdasher (who fancies herself a dab hand with the equity markets as well), was truly helpful or lucrative.
We would love to ease all your financial fears and help you get a great night’s sleep once again!
An objective, second opinion from the professionals at Latimer Financial is only a phone call or email away.
Please contact us today and request your unbiased, confidential portfolio review.