Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, Managing Director of Retirement Plan Services, and Ryan Swanson, Vice President of Retirement Plan Services, emphasize the importance of reviewing and adjusting retirement plan accounts. They recommend regular meetings with advisors at Focused Wealth Management to ensure both current balances and future contributions are aligned. They also highlight the value of portfolio rebalancing, which adjusts the weightings of investments to maintain the original allocation. Yarnold and Swanson stress the importance of staying updated on investment modules and encourage frequent reviews to avoid outdated portfolios.

If you have any questions regarding Portfolio Rebalancing & Drift email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.