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2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

September/October 2017

Keeper's Checklist

Keepers Checklist

Should you hold on to that investment or sell it? The following checklist may help you decide.


  1. How is the investment performing compared to similar investments? Check a benchmark index to find out.

  2. What role does the investment play in your portfolio? Is it successful or do you think a different investment might do a better job?

  3. Have you held the investment for several years? If so, how has it performed over the long term?

  4. Would you suffer a loss if you sold the investment?

  5. Will taxes come into play on the sale?

  6. Are you holding on to the investment for sentimental reasons when it’s not living up to your expectations?


By taking stock of your answers, you should have a clearer idea of your next move.



FR2017-0504-0006/E


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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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