10055 Slater Avenue,
December 16, 2020
How did you do this year?
One of the best ways to evaluate progress toward pursuing your financial goals is with an annual review. Late December and the beginning of the new year is an ideal time to conduct this appraisal. It shouldn’t be a time for regrets and second-guessing about the things you did or didn’t do. Instead focus on the investing experience you’ve gained. Here are some suggestions on how to make the most of the rest of this year and position yourself to move closer to your goals in the new year.
I can help with the experience and resources to make the most of your portfolio. Give me a call today at (714) 893-5400 for a complimentary and confidential portfolio checkup. Together, we can evaluate your situation and make sound investment decisions going forward. I welcome the opportunity and look forward to hearing from you.
Thane McCready, CFP®
This communication is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.
Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.
Some IRA's have contribution limitations and tax consequences for early withdrawals. For complete details, consult your tax advisor or attorney.