5610 Ward Rd, Ste 300 Arvada, CO 80002

9200 E. Mineral Ave, Ste 100 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


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member: FINRA, SPIC. Registered with MSRB. Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Walsh Financial Solutions and Vanderbilt Financial Group are separate and unaffiliated entities.
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Walsh Financial Solutions, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.