May 2020: Tips For Managing Your Investment Account(s) During These Uncertain Times

Given the recent turbulence in the stock market, the average investor is probably experiencing some noticeable changes to their investment account balances. This month’s newsletter will focus on steps you can currently take with the investment account(s) under your control (i.e. Employer provided retirement accounts, IRAs, brokerage accounts). Now is a great time to review your account(s) and consider implementing some of the suggestions we provide throughout this article. In a previous article, we explained what asset allocation means, its importance and several variables that your respective asset allocation may be based upon. If you would like to review our asset allocation newsletter,

Recent Posts
Follow Us
  • LinkedIn Social Icon

4415 Shores Dr. • Suite 250 • Metairie, LA • 70006 • 504-885-1135 •