Investing is an ongoing process; it is not something you do once and forget about. Make a commitment to remain active in managing your portfolio in order to maximize your returns. Use this checklist to stay on the right track:
No one's portfolio is ever perfect. Where you are now and where you should be may be quite different. Remember to consider dollar-cost averaging. You may want to move slowly from where you are to where you should be; divide the amount that needs to be moved into quarters and move one quarter every six months. Staying on top of your asset allocation is a key to successful investing.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.
Securities and insurance offered through LPL or its affiliates are: