Here’s hoping your 4th of July is spectacular and that the first half of the year was rewarding. With half the year gone, it’s time to focus on a few things.
There’s a fairly good chance that your present investment portfolio looks somewhat different than it did at the beginning of the year. We’ve seen some nice gains in the U.S. equity markets (realized or unrealized), a May that was tough on bonds and a noticeable pullback in June.
It’s time to look at what may need to be rebalanced while keeping your overall annual plan in mind.
The June statements and quarterly reports will probably be the first one in months that show a decline in overall value for most of you so it’s important to take this opportunity to rebalance, do some 2013 tax planning and look to the future.
As third quarter begins, let’s assess your taxable gains, interest and dividends thus far. It can help guide us toward any needed changes to help meet your 2013 net investment return goal or revise the ones already met.
The Linkous Group, Ltd. is happy to work with your tax advisor to get this done. Simply send an email and we’ll get it scheduled.
Look to the Future
Past performance is no guarantee of future results so active management is important to your portfolio. Let’s work together on these items.
It’s also a great time to update your Investment Policy Statement or get one if you don’t have one.
Until next week,
Susan R. Linkous
One more thing. . . the above content is my opinion. Seek advice before investing
We Love Referrals!