It is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions.

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