Create A Financial End of Year Review

    Published: 06-16-2009
    Views: 7,510
    Financial Advisor Ric Edelman discusses the importance of conducting a year-end personal financial review.

    Ric Edelman: Think you have the perfect portfolio? Think again. Even the best needs tweaking from time to time that's because over time your health, income, marital status other circumstances all change.

    So in this video series, we're going to talk about some of the reasons why your investment portfolio might not be a good fit for you anymore. First, we'll talk about changes to your family status, whether you're adding a member or losing one, it could impact your investment needs.