November 2, 2012

Time for an investment portfolio review


These are tumultuous times. Market volatility, election year cycle, global uncertainties and the lingering effects of recession are all having an impact on investment portfolios everywhere. Ask yourself a few questions:

• Is your portfolio diversified enough?
• Does your investment strategy still make sense?
• Are you prepared for retirement?
• Where are the best growth opportunities?

This is also a great time to tie up loose ends before the end of the tax year. Check in with an LPL Financial Advisor from Lake Michigan Investment Services to make sure you’re on the right track. Call (800 or 616) 242-9790 ext. 6301 or go online at lmcu.org/investments  to set up an appointment to meet with one of our experienced advisors.

Securities products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Lake Michigan Credit Union and Lake Michigan Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

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