Once again Edward Jones Investments has enlightened us with an article that features the main 8 bullet points to consider when looking forward to the year 2021 and highlights the aspects we need to focus on when planning our finances. Below there is a summary of the main aspects disclosed. If you would like to read the full article, please follow the link below:
2021 Outlook: Back to the Future
– Make your financial resolutions. Revisit your important financial goals for 2021 and beyond with your financial advisor.
– Review your diversification. We believe maintaining diversification across a variety of asset classes, including international exposure, can improve your chances for long-term success and prepare you for rotating market leadership.
– Set appropriate expectations for your portfolio. Keep your investment performance expectations realistic and your portfolio decisions aligned with your long-term goals to help stay on track as you progress through 2021 and beyond.
– Create or update your estate plan. Consult with your financial advisor and estate-planning professional to ensure you have adequate insurance in place, documented beneficiaries and an up-to-date estate plan.
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