INVESTMENT PLANNING CHECKLIST

^{By Louis Green, CFA®, CFP®, CRPS®}

Investment Planning Checklist

• Review your projected risk and return.

• Do you hold an optimal portfolio?

• Will your projected returns help you meet your financial goals?

• Are you comfortable with the level of risk in your portfolio?

• Consider if alternative investment options (such as private equity, hedge funds, or structured notes) could help optimize your portfolio and if they are appropriate for you.  

• Create an emergency fund to cover unexpected expenses.

• Review your asset allocation. Are you overweight in any one sector or company?

• Does your portfolio align with your goals?

• Review the underlying costs of your investments. Are you utilizing cost-efficient vehicles? Are there suitable alternatives?

• Assess your strategies around stock options and restricted stock to make sure they are tax-optimized.

• Review stock concentrations. Consider reducing and/or liquidating your positions in a tax-efficient manner.

• Evaluate your cash positions. Are you earning enough interest on any excess cash?

• Review the asset allocation of your retirement accounts and taxable accounts. Are they aligned with your overall investment strategy?

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Find out how Prestiq Wealth can help you create a comprehensive financial plan based on their book, 5 Steps To Retirement Planning.

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All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).