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When’s the last time you checked on your investments? If you’re like most people, you may have left them on “autopilot.” But things change, and your outlook on the future might be different now. 

Assess your plan by asking yourself the following questions:

  • What specific financial goals am I targeting for my investment portfolio?
  • What is my time frame for each goal?
  • Which asset allocation model am I currently utilizing?
  • When was the last time I reviewed my asset mix?
  • What rate of return do I require on my portfolio to meet each of my goals?
  • How do I adjust my portfolio when my investment values change 5%, 10%, or 20% due to market volatility?
  • What percentage of my portfolio do I commit to small company stocks, international stocks, and real estate?
  • Do individual stock positions greater than 5% expose potential risk to my portfolio?

If you’re unsure, it may be time for a personalized assessment. Make sure you’re on the right track by letting us analyze your holdings and chart a course of action through a personalized one-on-one meeting. 


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Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance Services offered through 1st Global Insurance Services, Inc.
Method 10(R) is property of 1st Global Capital Corp. 2018.  All Rights Reserved.
 We currently have individuals licensed to offer securities in the states of
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This is not an offer to sell securities in any other state or jurisdiction.

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Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC


Check the background of this financial professional on FINRA's BrokerCheck.