Financial Friday: Pt. 4

As your investment portfolio continues to grow or you move jobs and have the ability to roll over a 401(k) into an IRA with more and less expensive options, managing your own investments can become tricky. For one, getting caught up in the emotional rollercoaster that is the stock market will have you up all night worrying that you are making the wrong choices or that you will never have enough money for retirement. This is where an investment manager can be a helpful ambassador to your portfolio. Having an unbiased and objective mindset on investing is crucial in navigating difficult market conditions. They can help you define your risk tolerance, time horizon, goals and build a portfolio to match the results. Much of this can be done for a minimal fee which may be worth it just to keep your sanity.

Read more about managing your investments here:

If you are a Compass Rose Health Plan member, you can access the article through your Member Portal. To login, visit, or sign-up at

Interested in reading more but don’t have a member portal? For a limited time offer, you can join the financial conversation by visiting and entering the unique access code: Missionfin22

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.