You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before your annual review, think carefully about what you’d like to ask. Here are a few suggestions:
First, ask if your goals are still realistic. For example, are you still on track toward retiring at the age you’ve identified? If not, you may need to adjust your investment strategy.
Also, if you find yourself feeling nervous or uncomfortable over your investment results, you might want to ask if your investment mix is still appropriate for your individual risk tolerance.
One more possible question: Ask if changes in your life – such as marriage, remarriage or new children – will affect the way you invest or the goals you’ve set.
Finally, ask if you should respond to external changes, such as higher interest rates or new tax laws.
A financial professional can provide you with valuable expertise – so take advantage of it by asking the right questions.
This article was written by Edward Jones for use by your local Edward Jones Financial Advisor, Casey Caliva, at Historical 30th & Fern.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
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Phone: 619-516-2744 Web: www.edwardjones.com/casey-caliva