Spring has sprung! Provident is located in Dallas, TX and we’ve been experiencing warm weather for some time now, but we know that spring is just beginning to show itself for many of our customers. It’s an exciting time of year. Plants are blossoming back to life, the sun is staying out longer, and baby animals are popping up around lakes and in livestock pastures.
This time of year is generally known as a time of renewal. People are shaking off the winter blues and restructuring their daily routines. Aside from putting the coats into storage and doing some spring cleaning around your home, another way to renew yourself for the season ahead is to take a look at your investment portfolio.
Your investment needs may have changed, so take a closer look at your finances, investment trajectory, and goals. Some of the questions to ask yourself may include:
- Have my investment needs changed based on a change in income?
- Do I need to increase or decrease my investment based on the needs of dependents?
- Are my investments diversified?
- Are my investments still working in my favor?
Good luck and happy spring!
