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.
5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
May/June 2018
Summer Doldrums
Summer is a time when many things in our lives slow down, including the stock market. During this lull, why not revisit how and why you’re investing, examine changes in your life and revisit your investing approach? Ask yourself these questions and find the answers to them.Has anything in my life changed?
Are marriage or children on the horizon? Am I earning more money in my career or by freelancing on the side? If the answer to the first question is yes, work out a plan to save for the new things that are important in your life, but don’t forget about your retirement investing strategy. If your answer to the second question is yes, put the extra money into your retirement plan.Is my asset allocation out of whack?
A strong increase or decrease in the value of a particular asset class, such as stocks, can throw your allocation out of whack. Make an appointment with your financial professional every six-12 months to look at your asset allocation, and rebalance when necessary.Have I unconsciously taken on more risk than I should?
When you don’t rebalance your portfolio regularly, you can have more risk than you want. It can also happen when you invest in a 401(k) at work and an IRA on your own and inadvertently double up on investments. Look at all of your investments, including individual ones, to gauge your total investment risk.Is it time to dial down risk?
It could be time to dial down risk if you’re nearing a goal, such as the down payment for a new home or funds for a child who is near college age. You might also shift some of your assets to more conservative investments if you’re nearing retirement.
CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
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
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.