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What to Review Now That Quarter 1 is Over

Submitted by Paul B. Miller, CFP on April 12th, 2018

How often do you take the time to review your finances and investment portfolios? Did you know that there are recommended timelines for this activity that can help you stay on track financially?

Tags:
  • finances
  • financial planning
  • Modern Portfolio Theory
  • Money
  • quarter
  • quarterly review
  • Roth IRA
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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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