AdvisorToClient

Checklist: 3 recommendations for young investors

Check List Check List

New investors might think the hard work is over once they’ve put their money into portfolios. They should know it’s vital to:

1. review your account statements quarterly,

2. meet with your advisor annually to review your portfolio, and

3. modify your investment strategy as your situation changes (for instance, a new job, marriage, children)

Courtesy of Advisor.ca © 2017 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
Add a Comment

Have your say on this topic! Comments are moderated and may be edited or removed by
site admin as per our Comment Policy. Thanks!