Asset allocation strategies should be reviewed periodically with a financial advisor from "summary" of All About Asset Allocation, Second Edition by Richard Ferri
It is crucial to regularly review asset allocation strategies with a financial advisor in order to ensure that your portfolio remains aligned with your financial goals and risk tolerance. As your life circumstances change, so too may your investment objectives, which could impact the appropriate asset mix for your portfolio. A financial advisor can help you reassess your asset allocation in light of any significant life events, such as marriage, the birth of a child, a job change, or retirement. By examining your current financial situation and long-term goals, a professional can provide valuable insight into whether your asset allocation is still suitable for your needs....
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