It is important to have a regular personal review of your goals and timeframes in order to keep you confident in your investment portfolio.

Understanding how comfortable you are with investment risk can also help determine what kind of allocation strategy might be right for you.

"Fairness and integrity are the only ways to win a client's respect and earn the business "

Chart will NOT fit here as is. If you want I can recreate it in photoshop to fit in this space, but it would need to be redone in a more compact layout.