The end of the year is the best time to adjust and rebalance your investments so that they align correctly with where you are in life and where you want to be. Like mentioned in the previous post, people can become greedy when investments are doing well. Remember: progress is most important!
It might sound silly, but we want to make sure you know that your investments are important– you have to take care of them and protect them. Rebalancing your investments at the end of the year allows you to prepare for the coming years in the best way possible.
Reach out to our financial advisors here if you need any assistance with rebalancing finances or have any questions about your financial needs!