In an effort to live a healthier lifestyle, many of us have developed a habit of reading food labels to understand the ingredients and nutritional value of our food. You may even change what you choose to eat. The same approach can be applied to your investments. To maintain a healthy portfolio, it’s important to regularly review your investments and their mix to help ensure they’re allocated appropriately.
In this short video, Edward Jones Investment Strategist Kate Warne discusses the current state of the bond and stock markets. She explains why regular reviews are essential.