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Are You Already Retired?
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Review Current Mix | Adjust and Monitor
"Your investment mix … Did you set it and forget it?"

How long since you made your investment choices? If it's been more than a year, good thing you stopped by. I know. We all have more important things to do. But, without plenty of forethought and careful tending, portfolios can go awry. For instance, when you picked your investments, did you take diversification into account? Did you have a strategy for deciding how much of each investment to buy? Have you added new investments over time? Do these choices still reflect your current intentions? Click the links below and we'll help you assess your current mix. Not sure you want to spend time tinkering? See Gordon. He might have an alternative for you.

 


“Pencils up ”

Let’s take a quick inventory of what you’ve got today. Take a minute to fill out our handy investment inventory checklist. It can help you decide to shift investments or leave them be.


Are you diversified?
Do you have an allocation strategy?
How much risk are you taking?


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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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