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How healthy is your current portfolio?

Investment X-Ray: Is It Time For A Portfolio Check-Up?

We all know it is dangerous to ignore our physical health, but when was the last time you assessed the health of your portfolio? It’s easy to ignore our investments when everything is going up, but with all of the recent economic and investing volatility, the health of our investments might have more of our attention these days.

Here are some of the questions we are getting asked:

  • How are my funds actually invested? I don’t understand what I have in my accounts!
  • Are my investments still in line with my long-term goals and financial needs?
  • Am I diversified? Are there gaps or redundancies in my retirement accounts that could be exposing me to unnecessary risk or leaving potential growth opportunities on the table?
  • Is my retirement account at risk?

And the most common question:

Am I going to be okay? Is my retirement plan still on track?

The Investment X-Ray analysis answers all these questions and more. Like an X-ray, the Investment X-Ray looks beneath the surface to add clarity to your investing process. It will peel the mutual fund wrappers back to show you what you are invested in, measure your diversification, and assess your risk. And most importantly, it will help you see if your current investments are the right tools for your financial goals.

If you would like a personal analysis of your current investment strategy, please use the following link and schedule your Portfolio Check Up:

Schedule a Portfolio Check Up

CLARIFY YOUR FINANCIAL FUTURE. 

GET IN TOUCH TODAY.

Office

2665 E Tudor Road, Suite 202
Anchorage, AK 99507

Contact Us

907-561-2462
ask@veritasalaska.com

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Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management or these representatives. Matson Money, Dave Ramsey & SmartVestor™, Anchorage Police Department, National Tax-Deferred Savings Association (NTSA) and PlanMember Securities Corporation are independently owned and operated.

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Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Links are provided for your information only. PlanMember Securities Corporation (PSEC) and Veritas does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or Veritas sites. Some information contained in this site is provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

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