Portfolio Review

Wealth Strategy with Bryan Rigg

Today, we'll be talking about portfolio management and the importance of getting your portfolios up and running. Especially for those of you who have not started investing, the time is now, plan now, is very important to implement if you know you need to do something with your cash that's on the side, or with your IRAs, or with your 401k.

Also, this is the last week of tax season. We want to encourage you to, while you're going over your taxes, think about how you are investing. If you haven't started, please come talk to us. We would love to sit down with you and go over your portfolio, see what you're doing.

LEARN MORE AT www.RiggWealthManagement.com

RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.

Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.