Portfolio Examination

Mo takes your portfolio to the financial doctor for an annual checkup.  The topic is the annual review of your portfolio and what should be examined at the end of the year including your diversification, your risk, and your goals moving forward.  Mo also talks about the need to check your performance over the last year and the make sure no deadlines are missed including tax opportunities and required minimum distributions if you are 72 or older. CloudVestorsSee omnystudio.com/listener for privacy information.