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PORTFOLIO ANALYSIS

PORTFOLIO ANALYSIS

If you prefer self directed investing or have limited choices in your accounts,
you can choose Sound Financial Solutions to evaluate your portfolio.

We will:

  • Analyze your portfolio composition by asset class, industry, geography or investment style
  • Identify portfolio risk
  • Recommend asset allocation and fund choices, including employer plans
  • Aggregate all of your accounts to create a comprehensive picture of your wealth
  • Recommend parameters for re-balancing
<p>Rebalancing Your Portfolio</p>

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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<p>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
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<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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