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Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details

Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details

Key Points:

  • The importance of approaching investment portfolio reviews from a holistic perspective

  • Starting with big-picture goals and objectives for a clearer investment strategy

  • Understanding time horizons and their impact on investment decisions

  • Balancing risk tolerance with long-term financial planning

  • Avoiding knee-jerk reactions to short-term performance issues

  • The current market landscape and its effect on conservative stocks

  • Seeking value and attractive valuations as a long-term investment approach

Join us as we discuss the considerations you should have in mind during your investment portfolio review. We provide expert advice, share practical tips, and offer insights to help you make informed decisions that align with your financial goals.

Have questions or thoughts to share? We encourage you to reach out to us and be part of the conversation. Don't miss out on this episode, packed with valuable information to enhance your investment portfolio management.

Tune in now to gain clarity, align your investment goals, and make informed decisions for a secure financial future.


Thanks for tuning in. Questions about today's episode let us know.


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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Ascend Investment Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Kesler, Norman & Wride, LLC dba Ascend Investment Partners or performance returns of any Ascend Investment Partners Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Ascend Investment Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. 

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