A&I Wealth Management > Blog > Halfway There! 3 Questions for Your Mid-year Review

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still time to RSVP!

3 Questions to Ask during Your Mid-year Check-in 

The summer is in full swing and we’re officially half-way through 2022.  Like many of us, you may have dutifully made resolutions in the new year.  As the saying goes, “The only constant is change.”  I find the month of July a good time to check in on my yearly goals: we have more information now, but we still have time to re-calibrate.

Here are 3 questions to consider:

  • What has changed in my family, work or health situation? Do these changes affect my investment goals, time horizon, or risk tolerance?
  • What are my goals? Am I making progress, or do I need to make adjustments?
  • Am I making decisions in alignment with my goals and values? This can be a hard one to think about in the abstract. Instead, I recommend doing a quick review of your bank statement and calendar.  Look for surprises and investigate from there.

Your financial planner is here to have a conversation about these questions, review your investments as they relate to your personal financial plan, and discuss the best course of action.  Our team here at A & I recently created a video that addresses our mid-year view of the markets, and I invite you to watch it here:

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.