The Value of “All in One Place”

These days almost everyone has multiple investment accounts, from standard brokerage accounts to retirement accounts such as 401k’s and IRA’s to college savings plans such as 529’s. Being able to view all of your accounts in one place rather than hopping from website to website or monthly statement to monthly statement can make the process of keeping tabs on your investments substantially easier. But being able to see everything in one place isn’t simply a time-saving trick. It can also improve how you manage your portfolio.

Topics: Holistic Blog All in One Place Wealth Management