Glenda Moehlenpah, CPA, CFP®

 

Financial Bridges

13319 Poway Road, #506

Poway, CA 92064

 

Phone:  858-486-0100

 

Email: glenda@financialbridges.com

Website: www.FinancialBridges.com

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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