PORTFOLIO / SECOND OPINION
See the Whole Picture Behind Your Holdings.
Take a closer look at concentration, overlapping funds, allocation and what your portfolio costs.
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What Deserves a Closer Look?
Owning many funds does not automatically mean you are diversified. Start by grouping holdings into broad asset classes, then look through funds where holdings data is available.
Make the Conversation Count.
Review employer stock alongside retirement and brokerage accounts. A portfolio should be discussed in the context of your goals, other assets, obligations and ability to handle losses.
What to Have Ready
- Recent statements with account numbers removed
- Fund names or ticker symbols
- Upcoming withdrawals and major goals
Keep account numbers, Social Security numbers, tax returns and policy documents out of this form. Share documents only through a verified professional’s secure process.
SEC asset allocation resources ↗Your Review Questions
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A FRESH SET OF QUESTIONS
Let’s Take Another Look at Your Whole Financial Picture.
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