Stay Cool This Summer by Checking Your Portfolio


In case you haven’t noticed, the first day of summer just passed. Don’t feel bad if you missed it because it seems to be getting harder to tell when spring ends and summer begins. A change of seasons is a great reminder to check things in your life like your air conditioning system. You’d hate to forego a routine servicing of your system and have it break down when the triple digits hit mid-summer. While there are a number of things in your life to check-up on this summer, don’t forget about something as important as your finances and retirement portfolio.

The weather used to be a reliable indicator of the change of seasons, but with the higher temperatures, it feels like summer starts a lot earlier. But hey, you don’t hear us complaining! As summer hits and the seasons change, we recommend putting your finances on a list of things to be paid attention to throughout the year. If you’re not good at setting regular dates, you can use the change of seasons as a helpful reminder. With all the worldly changes, it’s a good idea to make sure you’re still on your intended portfolio path. If you’re not sure how the news could be affecting your portfolio, maybe it’s time to get a second opinion.

We offer complimentary, no obligation second opinion reviews to help people sort through all the noise in our world, and to help keep you on track. It’s also a great time to ask questions and learn about new investment options you may not be aware of. We’ll learn your life goals and combine them with your unique financial situation to create a customized retirement plan that carries you through your ideal “30+ year vacation.”

To learn more about our firm and the different retirement solutions we can offer that can help accomplish your goals, CLICK HERE. And, don’t forget to set aside some time to check both your air conditioning and your portfolio. They’ll both help keep you out of the heat if they’re running properly.