| "Roll up your sleeves and let’s move investments around."
So, what did your portfolio review turn up? Are you satisfied with your current selections, or is it time to move investments around? For example, maybe you’d benefit from moving some money to become more diversified, or to address too much or too little risk. Here are some steps you can take. “Reallocate” means you want to take existing savings and invest them differently. “Rebalance” means you want to keep your money in the same investments, but change the percent of money devoted to each. And, ‘convert” tells more about how to turn savings into income. Click the links and read on.
Reallocate personal savings
Rebalance funds
Convert to income
Monitor annually
|