Are you Portfolio Smart?

Kinkead's Korner Text

One of my goals in this newsletter is to engage you with useful content and discussion regarding investment portfolio management. 

Ask yourself these three questions to reveal how portfolio literate you are:

  1. Are you investment portfolio savvy? Savvy means that you can articulate to a friend or colleague what the objective and results are for your portfolio?
  2. Was your investment strategy modified when you retired? Did you make significant changes to your portfolio when your career income ceased and you began to take meaningful income from your portfolio?
  3. Are you confident in your current investment strategy? Be real with the annual income that you desire regardless of the amount. In other words, find the right strategy to produce the income that you want to have in retirement. After all, that's why you spent all that time working!

If you answered yes to all three of these questions, you're in good shape. But if you said no, don't worry. Many people have had to reevaluate their priorities over the past year. I can help get you on the right track. And here are some articles that may help ... talk soon.

Success in all your efforts,


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