How often should I re-evaluate my investment portfolio?
While there’s no one-size fits all rule, we recommend checking in on your investments every 3 to 6 months.
There’s no need to focus on the daily market fluctuations – that’s our job. At Dennis Financial, we’re continuously reading the headlines, watching for changes, and monitoring trends. When we see something that could affect your investments, we’ll let you know right away. That’s our promise to you.
How can Dennis Financial help me with my investments?
The Dennis Financial team knows how to ask the right questions, peeling back the layers to reveal what it is you truly need and want. Our goal is to make sure your investment portfolio is as unique as you are.
I’m ready to talk to someone about my investments. What should I have prepared?
Nothing too in-depth. Let’s just talk, get to know each other and talk about your financial goals. We can get into the finer details a little later.