The Bush Wealth Advantage: Ideal time to review your investment portfolio

The beginning of the year is an ideal time to review your investment portfolio for several reasons, particularly when stock markets are reaching new highs. As markets climb, the value of individual assets in your portfolio may shift, potentially upsetting the balance of your asset allocation. For instance, equities may now comprise a larger percentage of your portfolio than intended, increasing your overall risk exposure. Reassessing your portfolio ensures it aligns with your original investment