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Rebalancing Your Assets: Time for an Investment Portfolio Check-Up

Time for a Portfolio Check-Up

Do you own investments, such as mutual funds, which you've held for years without taking a deeper look at their underlying assets since your initial investment? Are you fuzzy on the objective of the funds and how they've performed relative to their benchmarks? Has it been a while since anyone has taken time to review and analyze your holdings? If this sounds like you, take advantage of our seasoned CFS* Financial Advisors, and make an appointment to conduct a complimentary portfolio check-up.

Rebalance to Avoid Unecessary Risk

According to the College For Financial Planning, less than half of investors actively rebalance their portfolios after the initial allocation. Over time, the asset mix in your portfolio can begin to drift from its original allocation. If an asset class performs well for an extended period of time, it can grow to become a higher percentage of your portfolio and subsequently have a much higher impact on the intended overall risk and return of your portfolio going forward. Rebalancing can be a crucial element in helping to reduce risk while ensuring your portfolio remains aligned with your intended investment plan.

We are Available to Help

Get the answers to your questions by making an appointment with either of our Financial Advisors: Stephen Seewer, who can be reached at 415-674-4846 or, or Dennis Adams who can be reached at 415-674-4845 or

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.