| “Need
an adjustment? You’ve come to the right place.”
So, what did your portfolio review turn up? Are
you satisfied with your current selections, or is it time for
a change? Click the reallocate link, to find out how to register
your investment changes. There are other occasions when adjustments
are appropriate, too. For instance, everyone should review their
investments annually to ensure they remain in balance. Plus,
as your goal nears, you may want to make changes to your risk.
Click the links and read on.
• Reallocate
• Rebalance
• Step down risk
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