Investing is an ongoing process; it is not something you do once and forget about. Make a commitment to remain active in managing your portfolio in order to maximize your returns. Use this checklist to stay on the right track:
No one's portfolio is ever perfect. Where you are now and where you should be may be quite different. Remember to consider dollar-cost averaging. You may want to move slowly from where you are to where you should be; divide the amount that needs to be moved into quarters and move one quarter every six months. Staying on top of your asset allocation is a key to successful investing.
Investment and certain insurance products offered through INFINEX INVESTMENTS, INC. Member of FINRA/SIPC. Rhinebeck Asset Management is a division of Rhinebeck Bank. Infinex and Rhinebeck Bank are not affiliated.
NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY GO DOWN IN VALUE |
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