Portfolio and Investment Analysis What's working and what's not? Portfolio management is as much about minimizing risk as it is about recognizing potential.At Meyer Wealth Management, we believe investment management is a process, not a product. It is important to take a frequent look at the performance of the individual investments that make up your asset allocation plan and understand why each asset is in the portfolio and what you can expect from it. Additionally, your investment plan should be based on how much risk you’re willing to take, how long it will be until you need the money and your goals for that money in the future. When it comes to investing, there are principles and strategies that can enable you to put together an investment portfolio that reflects your values. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.Additional specialities:Certificates of DepositBondsCommon Stock Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Learn More A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security. Learn More Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. Learn More Global vs. International: What’s The Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks. Learn More Have a Question Name Email Address Phone Question Thank you! Oops!