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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 determine if stocks, mutual funds, gold, Index annuities or fixed annuities are best for you.

By meeting with your advisor on a semi-annual (or at least an annual basis) you can make changes to your portfolio as they are needed.  The decision you made 3, 5 or 10 years ago on a portion of your portfolio may not fit your invest needs now.  By completing an investment review and discussing your risk tolerance with an advisor, you can have peace of mind that your money is being invested the way that fits your comfort level.

Click here learn more from John CasaSanta.

About the Author:

John CasaSanta has been protecting families’ assets and providing life/health insurance for 21 years. CasaSanta Financial Services was established in 2003 with the sole purpose of assisting families in reaching their financial goals.

John can be reached by e-mail: or at (704) 451-7020. You can learn more about John at

Insurance and annuities products offered through John CasaSanta. Insurance Licensed in NC, SC and IN.  NPN# 2475717. FL License #: W290849


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