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<strong>Kinnison Financial Strategies</strong>

Monitoring Accounts

Monitoring each account in your portfolio is very important. Monitoring can help you understand the performance of each account. Monitoring accounts can also provide alerts when changes occur in the account performance or when changes occur in the objectives for which you maintain that account. Such changes may raise questions or issues that signal the need for a portfolio review.
The carrier for each of your accounts (bank accounts & CDs, mutual funds, brokerage accounts, retirement accounts, special fund accounts, insurance policies, general savings accounts, etc.) typically provides periodic reports. You may receive some reports monthly; others may be quarterly, and some reports arrive annually. More and more carriers are providing account information online via the Internet. For many of these, you can access the accounts directly from your own computer. In addition, KFS has online access to information about accounts with most carriers.

Please contact us if you would like help in monitoring your accounts, if you would like a review of your accounts, or if you would like to discuss your questions.