Where Self-Serve Investments Fall Short - DGT

INVESTMENT STRATEGY

ECONOMIC & MARKET INSIGHTS

have the inclination over time to diligently apply five core staples of investment management:

1.  Ongoing oversight and rebalancing of investment portfolio allocations 2.  Getting sound “coaching” to avoid mistakes individual investors typically make 3.  Evaluating the options and costs for basic investment- only management 4.  Developing an overall financial plan at reasonable cost 5.  Factoring tax-aware planning/investing into your mix ANNUAL REBALANCING – Advisors own a competitive advantage in that they can efficiently rebalance your portfolio holdings through their electronic trading platforms. For instance, if you haven’t readjusted your holdings since the Great Recession, your current asset allocation may skew toward a “growth” portfolio, exposing you to more downside risk than you might have first requested when you filled out your risk tolerance preferences in your investment policy statement. You may have selected

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