On The Money

Core-and-satellite strategy by Dave Spano of Annex Wealth Management LLC

Many investors now dread their investment account statements, and some choose not to open them. While ignoring your investments may avoid costly knee-jerk reactions, lack of attention could cause you to miss the opportunity to prepare your portfolio for recovery.

Start by assessing your current investment portfolio in terms of your future plans. You may need to adjust both your goals and your plan in the context of reassessing your personal tolerance for risk.

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