When to Change your Investment Mix
Your investment mix is a crucial part of retirement success— but, how often should you update your investments? This 2-minute video quickly breaks down when to make changes to your investments to be sure they still align with your long-term goals.
| Visual | Audio |
|---|---|
| Fisher\SMB Logo fades on the screen. | [Upbeat music] |
| A younger woman appears on screen, she has a thought bubble above her head. Inside the thought bubble is an older version of her relaxing on a beach. The words “planning for your retirement requires careful considerations and adjustments” appears on screen. | Planning for your retirement requires careful considerations and adjustments. |
| Moving colored lines are moving left to right on the screen. The words “knowing when to make updates can make a significant difference towards achieving your retirement goals” appears on screen | When it comes to your 401(k) investment mix, knowing when to make updates can make a significant difference towards achieving your retirement goals. |
| A gray dotted line appears at the bottom of the screen. The words “Major Life Milestones” appear at the bottom of the screen | One way to determine if you should consider changing your investment mix is if you have recently experienced any major life changes like |
| A money icon appears • An icon of a baby appears • An icon of heart appears | • An increase or decrease in your income • A change in your family • A change in your health or planned retirement age. |
| All icons appear on screen with the words “it’s important to reassess your investments to be sure they still align with your objectives.” | During these milestones, it’s important to reassess your investments to be sure they still align with your objectives. |
| Screen pans out and shows the younger women and the thought bubble with the older women. In between them is the money icon, baby icon and heart icon. | Remember, investing for retirement is a long-term goal. Be sure to keep a watchful eye on your investments and make updates only when necessary. |
| Fisher\SMB logo | Changing investments based on short-term market volatility is not ideal |
| Fisher\SMB logo | Music Fades out. |