Jul 18, 2022
Welcome to a new week here on the Retirement Quick Tips podcast.
I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision.
This week on the podcast, I’m taking a little summer break. I live in Oregon, in the suburbs of Portland, and summers here are amazing. With 3 little kids at home, I’ve decided to give myself a little extra free time in the month of July.
I will be back with new episodes on August 1st, but in the meantime, I’ll be sharing with you a free resource each week on the podcast. This week’s free resource is an under-the-hood portfolio analysis.
An under the hood portfolio analysis will look under the hood of your portfolio. The analysis will show you how your portfolio is allocated among stocks, bonds, and cash; how much you have invested in each sector like tech and healthcare, and how well diversified your portfolio is across different regions as well. The analysis will even show concentrations in your portfolio of your top 10 stock holdings in your various investment holdings.
You’ll receive a portfolio analysis report, as well as some expert insight from yours truly on how you can improve your portfolio, and any red flags that I see which could derail your investment portfolio.
The analysis is free & confidential with no strings attached.
If you’d like an under-the-hood portfolio analysis report, just send me an email to ashleym@truenorthra.com. I’ll send you an access link to a secure folder for you to upload copies of your investment account statements.
Again that’s ashleym@truenorthra.com.
That’s it for today. Thanks for listening! Be sure to come back again next Monday for the final week of the summer hiatus, where I’ll be sharing with you one more brand new resource.
My name is Ashley Micciche and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance