An old 401(k) sits with a former employer, an Individual Retirement Account is invested somewhere else, a brokerage account holds another mix, and your spouse has a separate retirement plan. Each account can look reasonable by itself while the combined portfolio carries more concentration, duplication, or risk than either of you intended.
Coordinating several investment accounts starts by looking past the account boundaries. John Mateyko is a Fiduciary Financial Planner and Managing Partner at IDEX Financial whose Accredited Portfolio Management Advisor℠ (APMA®) training includes asset allocation, portfolio construction, investment objectives, and risk.
