A new year means new financial changes for many of us, and there may be challenges that come. In order to make sure your wealth is kept as secure as possible in 2019, you’ll want to implement a variety of tried and tested strategies. These will help safeguard your assets while maintaining profitability over the course of the next year.
Set a Goal
One of the first things to do in the new year to safeguard and expand your assets is to create an investment policy statement. This statement simply outlines what your investment goals are for 2019 and what methods you’ll use to achieve them. If you’re not sure where to start, consider talking to an asset protection attorney to determine where your investment portfolio’s weak points are and what you might do to improve your situation.