Have you checked your investments lately? Here’s what to change after a rough 6 months

Sunday, June 26, 2022

News & Press

Midyear can be a good time to take a halftime break and evaluate your investments — especially this year, after nearly six straight months of stock market decline.

Perhaps stock and even bond losses have exposed flaws in your portfolio. Maybe they offer the potential to adjust holdings to take advantage of new opportunities. Now also might be the time to pursue a potentially important tax strategy.