The 3 R's of Investing: Review, Review, Review

October 11, 2017

Man and woman reviewing their financial goals

Most of us would agree that the only constant in life is change. Think about your life over the past year: Have you switched jobs, welcomed a new addition to the family or decided to retire? As things change, one of the best ways to make sure your financial strategy is still on track is to review it on a regular basis.

Staying on course

Your goals will evolve over time, and your strategy may need to adapt as a result. By using an established process, your Edward Jones advisor works to understand what’s important to you and helps you put personalized strategies in place so you are better positioned to achieve your goals. Even if your goals haven’t changed, you’ll want to review them in the context of your investment performance and rebalance your portfolio, if necessary. During each review, your Edward Jones advisor will work with you to help ensure your portfolio still aligns with your goals and comfort level with risk. But it’s not the only thing he or she will address. Depending on your needs, you may work together to review other items, such as your insurance coverage and beneficiaries, to help ensure these are still meeting your needs.

Your annual checkup

How often should you meet? Think of your review as an annual physical for your investments – you should check in with your Edward Jones advisor at least once a year. But, what if you’re too crunched for time to meet in the branch office? Be sure to ask your Edward Jones advisor about other options he or she offers that can accommodate your schedule. Together, you may determine that you’re on track to achieve your goals or decide to make adjustments to get back on track. Reviewing your investments should be an ongoing process, but you don’t need to do it alone — your Edward Jones advisor will partner with you over the long term. By working together to review your strategy regularly and make the adjustments you need, you can have a clearer picture of where you stand and what you need to do to help reach your goals.

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