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how often do you meet w/someone to go over your portfolio?
Old 01-30-2008, 05:23 AM   #1
Recycles dryer sheets
 
Join Date: Dec 2007
Posts: 79
DH & I had been leaving ours but thank God we had a few visits recently w/Fidelity. We were all stocks and they took a BIG hit! We were at the highest risk. Now we backed down some and changed things around - about 65% stocks
How often do you meet w/someone to go over your portfolio? it was suggested at least once a year but we can always call whenever we have concerns. (We really have no idea how to do this on our own)
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