Evaluate Your Accounts Before Year-End

Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to check-up on your portfolio and make sure that you are on the right track for 2019. By evaluating your accounts and investments before the year ends, you can be confident in your finances and feel ready to take on the new year. You can start by checking your investments […]

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