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Tag Archive: core purpose of periodic investment reviews

Why Are Investment Reviews Necessary?

John CasaSanta

Question: Why are investment reviews necessary? Answer: Investment reviews are very valuable for many reasons.  Due to life events, people purchase investments at various times of their lives.  It could be when you change jobs and need to roll over your 401K to a private plan, when an inheritance is received, or if you receive a bonus and want to invest for a rainy day or future event.  Depending on how aggressive you would like to be and amount of time to reach your goal will...

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