It’s Time to Assess Your Portfolio – LIVE from San Francisco

By December 31, 2017Blog, Media

Hi, this is Scott Carter and I am in San Francisco. It has been 30 years since I have been here with my wife Jill. We’re celebrating her birthday today on the 30th, and New Year’s Eve. But it was actually 30 years ago that I was here with her, because it was our honeymoon, and we were coming back from Hawaii. I’ve been here many times on business by myself. It is a great city. In fact, while I’m talking, I’m just gonna kind of pan around here so you can see what I’m seeing. Behind me is the San Francisco city, if you can see it over my shoulder. But then, as I move around this way, you’re gonna see something else famous out there. That’s Alcatraz. And Alcatraz, obviously, is a famous prison. A lot of movies after Alcatraz. And if I keep going back here to the last part, right over me is the Golden Gate Bridge. I mean, those three things right there in San Francisco, that is so exciting to see.

I’m reminded, as we get to the end of the year, we’ve got to look at our portfolios. It’s a great time to assess. How did the year go for our investment strategies? Do we need to make any adjustments? Do we need to re-balance our portfolio because we’ve had a great year in equities? Do I have the right assets? Do I need to trim back in some areas, and add to other areas? I would ask you to consider that. Make sure you’ve got the right assets, the right buckets, as I’ve talked about before. And make sure they have precious metals, or tangible assets in that. We’re sitting here in the longest bull run in the history of America. And we want to make sure that we don’t lose all that gain by just riding it out too long.┬áSo if you can take some chips off the table, and reallocate to find other investments, now’s a pretty good time to do it.

I wish you and your family a Happy New Year, and a great 2018, and I look forward to talking to you more. Have a wonderful weekend, and here we are in San Francisco. If I could sing, Tony Bennett would be singing right now, “I Left My Heart in San Francisco.” Have a great weekend. Bye.


Scott Carter

Author Scott Carter

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