September 2019 – Understand your goals and objectives when it comes to managing and evaluating your portfolio. Is protection or growth of assets more valuable to you? Are taxes, global uncertainty and/or the rising cost of living worrying you? Are social and environmental issues of import when you decide how to invest? Do you worry about outliving your money or not maintaining your current lifestyle in retirement? Is charitable giving and estate planning an essential part of your financial plan? Having a clear picture of what you hold dear will help simplify and steer your decisions and how you feel about accomplishing what’s important to you. A professional advisor can help.