Tag Archives: Portfolio


Checklist: Here Are The Components of a Planning Process (Ep. 33)

Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals.

In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of a planning process. Together, they give you the tips you need to approach change in your portfolio and better support your loved ones. 

Jeff and Jose discuss: 

  • The importance of reviewing your objectives and risk tolerance on a yearly basis
  • How to nail down your asset structure to have an efficient growth strategy
  • Tips to better manage your cash flow particularly in a state of inflation
  • Financial strategies to support your loved ones
  • And more!


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