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Mid-Year Portfolio Check Up

Hosted by: Laura Hawley Special guest: Troy Garcia

August, 2019

Laura Hawley – CFP®, Vice President, Financial Advisor at Allen & Company

Troy Garcia – CFP®, Financial Advisor at Allen & Company

In this episode, while we might still be thinking about the beach or the mountain or a road trip with the family, it’s not too early to be thinking about the mid-year portfolio checkup. This is a great time to be looking at any kind of tax planning and sort that out for the second half of the year. It is important that we take a step back, take a deep breath and remind ourselves of our financial objectives.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.

In this episode we cover:

  • Economic Compass (1:20)
  • The 2019 mid-year outlook: what some analysts are saying and what you should be thinking (5:14)
  • Taking a look at what it looks like from a global standpoint in the economy (8:00)
  • Venturing back to the US: sectors that analysts feel like there’s more potential(11:50)
  • Mid-year portfolio checkup and financial outlook: what investors should be doing. (15:00)
  • 401(k)s and other corporate retirement plans (19:54)
  • The importance of rebalancing in your portfolio (25:18)
  • Some of the building blocks to constructing your portfolio plans (28:36)
  • How often should you meet with your financial advisor to keep your portfolio on track? (29:30)

Links From the Show:

Connect with:

Laura Hawley – CFP ®, Vice President, Financial Advisor at Allen & Company
Allen & Company – Laura Hawley
LinkedIn – Laura Hawley

Troy Garcia – CFP ®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

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