Author page: Pat Rosvold

Spring Cleaning Your Portfolio

Spring Cleaning Your Portfolio

Springtime – ‘Tis the season that we all find ourselves taking inventory of the to-dos or projects on the home front for the upcoming year, but also reflecting on our financial lives from the previous year. Many of us have that one spot in our home that accumulates assorted financial documents, and we find ourselves doing our “annual spring cleaning” to pull everything together to forward on to our tax professionals. This presents investors a great opportunity to check in on their portfolio, make any course corrections, or realign investment allocations to align with your updated financial goals.

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