Our 2014 Investment Action Plan – Part 3 – Rebalance Investments

While the media painted a somewhat gloomy picture of the economy in 2013, on the whole, financial markets had a bumper year. Given the significant differences in performance across market sectors, it is likely that many portfolios will now be out of line with the intended asset allocation.

A priority for 2014 should be to ensure that portfolios are re-balanced back into line with the intended asset allocation and that a thorough review is conducted to ensure that the investments are still suitable for your needs and objectives.