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Why are regular reviews with your Financial Advisor important?
Regular reviews are essential to ensure that your financial plan remains aligned with your changing circumstances, goals, and market conditions. · Manage market expectations, especially during periods of underperformance. Investment cycles are normal, and short-term underperformance is often a time to consider buying additional investments rather than selling existing ones. A review helps clients remain focused on their long-term objectives. · Monitor and adjust r
nikkim87
3 hours ago2 min read
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