Financial Answer Center
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It is your responsibility to manage your portfolio, both before and during retirement. It is important to track how your investments are performing, to keep an eye on results, and to determine if your portfolio needs to be modified.
Monitoring Your Portfolio
Here are some tips to managing your portfolio:
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. United Wealth Management is a trade name of United Bank. Infinex and United Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.