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) 534-7327

EM: Joyce@Blonskij.com

 


A Different Way to See the Market Bull or bear. It doesn’t matter when you research it the right way. For financial and market insights visit: www.BrillianceByBlonskij.com Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, CO, IL, NV, OR, PA, WA & WY.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Blonskij Financial Services, Inc.  www.Blonskij.com and Sacramento Wealth Manager are not affiliated. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com. Broker Check.


Joyce Blonskij a 2013 5-STAR Wealth Manager Blonskij Financial Services, Inc. 7840, Madison Ave. Suite #107 Fair Oaks, CA 95630 Ph: (916) 534-7327 • Fax: (916) 534-7906 • Email: Joyce@Blonskij.com 7840 Madison Ave. Suite #107 Fair Oaks, CA 95630 • www.Blonskij.com