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investment strategy

Why and When You Should Make Changes to Your Portfolio

Submitted by Paul B. Miller, CFP on December 3rd, 2016

It is important to sit down from time to time and review your portfolio to make sure that your investment strategy and allocation still has you on track toward financial stability in the future. The following describes why it is important to review your portfolio, and when you should consider changes.

Why Make Changes?

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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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