Reviewing and Monitoring
Making sure your financial plan and portfolio performance are on track to reach
your goals
We monitor and rebalance our clients’ portfolios whenever it is warranted. Due to
market movement, the percentage of different asset classes in your portfolio will
change over time. If an asset class has appreciated, we take the opportunity (subject
to tax considerations) to sell some of that asset class (“sell high”) and buy another
asset class that may have temporarily underperformed ("buy low").
Rebalancing is an exercise in good investment discipline. The goal is to enhance
your returns and ensure that your portfolio remains allocated consistent with your
goals and objectives.
We also monitor your investment returns to evaluate progress toward meeting
your goals. A monthly or quarterly statement lets you know the value of your portfolio,
along with an easy-to-read summary of your year-to-date investment activity and
performance.
We encourage you to come in for a thorough review of your portfolio’s performance
at least once a year. Any time you have a question or concern, we invite you to contact your investment professional.
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.