The end of the year means it’s time for clients’ portfolio reviews. That means it’s time to ensure that you’re still meeting your goals, and checking your risk tolerance.
In this episode, join Cindy Mueller as she explains her analysis of portfolio reviews. Cindy walks us through what a balanced portfolio is, the biggest red flags she spots in portfolios, and how taxes are affected in an investment portfolio.
- What a portfolio review means
- What a balanced portfolio is
- What some of the red flags are when looking at someone’s portfolio
- How are taxes affected by an investment portfolio
- And more
Connect With Cindy Mueller:
Connect With The Retirement Solution:
- The Retirement Solution
- (888) 500-5830
Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.
Cindy grew up in Camas, Washington and holds a BA in Finance from Washington State University. Following graduation, Cindy was accepted into Washington Mutual’s two year management training program where she spent 12 years in various financial roles. In addition to raising her three bustling children, Cindy was active in the Bellevue School District for multiple years as PTSA President, Treasurer, and Auction Chair, earning Volunteer of the Year and the Golden Acorn Award, which is awarded for outstanding service to youth in the community. Additionally, Cindy was awarded the Interlake High School Booster Award.