The start of the year is a great time for all investors to consider whether their current investment mix is still suitable – after reviewing their circumstances and any changes that may be needed for future planning. Investors sometimes retain portfolios they haven’t reviewed for a number of years. Yes, decisions were appropriate when first put in place. But perhaps personal situations have changed. For instance, an inheritance may have been received, which could have an impact on retirement planning. Perhaps a relationship break-up has significantly reduced overall assets. Or maybe the world economic outlook has led to better opportunities. […]
