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What to Know When Reviewing Your Investment Portfolio in 2019

Some of the you should take will include an overall review of your investment plan to reducing your exposure stocks and shift more into bonds; or updating your will and end-of-life-documents.

By Sturai Yusufi | January 17, 2019 at 04:00 AM
Sturai Yusufi

We have all said hello to 2019.  As we enter this New Year it’s a great time to take steps to position our investments, finances, and estate plan to flourish in 2019. Some of those steps will include an overall review of your investment plan to reducing your exposure stocks and shift more into bonds; or updating your will and end-of-life-documents.

The newly released 2019 edition of Deloitte’s Commercial Real Estate Outlook, shares one of its biggest takeaways, that more than 97 percent of the 500 global commercial real estate investors surveyed, would increase their capital allocation to real estate in the next 18 months.  This comes despite the concerns about interest rates and trade tariffs.

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