“When you think about what you have achieved in life, one fact is illuminated: You and your wealth can do enormous amounts of good for many, many people – not just yourself and your family, but your community, even the world at large. In the end, you have a responsibility to make smart decisions about your wealth so that it can do as much good as possible. You owe it to yourself and to the people and organization you care about most to work with an independent Optimal Wealth Advisor, like us, who can help you do the job right.”

 


Complimentary Portfolio Review

Get an impartial, third-party point of view.

Is it time for your annual portfolio review?  Let us help you take a look at how you’re invested to insure you’re on the right path to achieve your goals and dreams. You may find you need to make changes for a variety of reasons. Over time, you will find your allocation shifts due to varying returns on different assets. You may also need to sell certain investments that are not meeting your expectations. Your asset allocation is likely to need refinement, since your strategy will change over time. Given the recent trends in bonds and the prospect of rising interest rates this is a good time to take a hard look at your fixed income holdings and perhaps make some changes. Do you need to shorten up on the duration of your bonds and bond funds? Should some of the money allocated to fixed income be allocated elsewhere? Additionally you should review your entire investment portfolio on a consolidated basis across the various accounts that you might have such as an individual retirement account, a 401(k), taxable investments, etc.

Joyce Blonskij

Ph: (916) 812-2378

EM: Joyce@Blonskij.com


 

Joyce Blonskij Financial Advisor │International Bestselling Author

Blonskij Financial Services, Inc.

7840 Madison Ave., Suite #107, Fair Oaks CA, 95628

Toll Free: 1 (866) 339-6400 ● P: (916) 534-7327

joyce@blonskij.com

Learn more, visit: www.Blonskij.com