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Review Current Mix |  Adjust and Monitor

"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



  • "Got your checklist handy?"

    Use it to identify problem areas. Also note that the checklist has a description of each asset class. If you’re planning to reallocate funds, these descriptions will help you decide which class best matches your interests and risk preferences. Did you miss the Investment Inventory checklist? Let me show you.


    Reallocate savings
    Rebalance funds
    Convert to income
    Monitor Annually


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    Advisory services provided through ING Financial Advisers, LLC (member SIPC).
    This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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