{"id":148,"date":"2019-11-11T17:11:45","date_gmt":"2019-11-11T17:11:45","guid":{"rendered":"http:\/\/gpswp.com\/tmswealthmanagement\/?page_id=148"},"modified":"2020-04-13T15:27:56","modified_gmt":"2020-04-13T15:27:56","slug":"portfolio-analysis-review","status":"publish","type":"page","link":"https:\/\/gpswp.com\/tmswealthmanagement\/portfolio-analysis-review\/","title":{"rendered":"Portfolio Analysis Review"},"content":{"rendered":"\n<p>The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.<\/p>\n<p>This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.<\/p>\n<p>The PAR process can provide answers to the following questions regarding your investments:<\/p>\n<ul>\n<li>How many brokerage accounts do you have at each custodian?<\/li>\n<li>How many positions do you own in each account?<\/li>\n<li>How much income do you receive from investments?<\/li>\n<li>How is your portfolio&#8217;s risk balanced with potential rewards?<\/li>\n<li>If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio&#8217;s long-term returns?<\/li>\n<\/ul>\n<p>The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we&#8217;ll develop a plan for them to work in concert to help achieve your goals.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus. This is [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Portfolio Analysis Review - Travis M. Sherman Wealth Management, LLC<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio Analysis Review - Travis M. Sherman Wealth Management, LLC\" \/>\n<meta property=\"og:description\" content=\"The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus. This is [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gpswp.com\/tmswealthmanagement\/portfolio-analysis-review\/\" \/>\n<meta property=\"og:site_name\" content=\"Travis M. 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