Portfolio Course Correction - Page 2 of 2

Portfolio Course Correction

of land in the Caribbean.

Nowadays, James keeps close tabs on her portfolio, which, at slightly over half a million dollars, has gained a tidy profit on her initial investment. And with that large a portfolio, estate planning has become paramount.

“My adviser discussed estate planning with me and I have the paperwork to fill out,” she says. With her adviser’s help, James has stayed a step ahead of the market and emphasizes the value of making sound investment decisions to friends and family.