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5610 Ward Road, Suite 300 Arvada, CO 80002

9200 E. Mineral Avenue Centennial, CO 80112

 

Phone:  303-252-0852

 

Website: www.walshfinancialsolutions.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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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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