IS YOUR PORTFOLIO HEALTHY?
By: Don Pelgrim
For many professionals, time is at a premium, and many aspects of your personal life unrelated to your core practice may not receive the full time and attention they require, or they are delegated to others to manage. Like the health of a patient, your personal investment needs and objectives may change based on a variety of factors – some of which are controllable and others that are subject to external factors beyond your control. Further, similar to the patient that drifts further away from a healthy lifestyle over time, inattention or neglect in reacting to those factors affecting your investments may compound the problems in an investment portfolio.