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A closer look Why You Should Review Your Family’s Asset Allocation Today
Jul 23, 2019
- Given the length of the economic expansion and the aging — and increasingly jittery — bull market, now is an ideal time to take a thorough financial inventory and review your asset allocation.
- Aside from the financial markets’ inevitable changes, your family’s circumstances and goals are likely to change over time as well, so it is important to revisit your asset allocation and investment plan periodically to ensure they still make sense.
- Along with an examination of your overall allocation, a thorough review should include an analysis of each account and broader objectives.