Pathfinder Worksheet: What Issues Should I Consider When Reviewing My Investments?

Wrapping our minds around all the topics we should consider when evaluating our investments can be daunting. From tax status to proper allocation to risk metrics and mitigation to beneficiary designation and more, the list of factors to contemplate seems endless. While it is not endless, there certainly is a lot to think about, and the QA Team is here to help.

The checklist below lists a few topics with specific examples of areas to review. While each one may not be applicable to your situation, perhaps there will be a topic that resonates with you. If you have any questions or would like to discuss this topic further, please don’t hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.


Managing Director



This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.

QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.

For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available at