Now that you have all your W2s, 1099s, year-end statements, etc., it is time to see where you stand. Did you gain or lose?
Compare December 31, 2015 to December 31, 2016. Did you gain or lose? Did you keep up with inflation? The average is inflation rate is about 3%.If your returns were losing or flat, it is time to “spring clean.” Is the reason you have that investment still valid and keeping with your goals? The investment may have been a good idea years ago, but is it still in your best interest?
Not sure how to read your statements? I can help you understand what you have. Make an informed decision on what to keep and what to change. Call for a free consultation. 303-919-1020.