Municipal and corporate bonds are among the safest investments anyone can make in today’s tumultuous economy, but these bonds are by no means static. Bond prices fluctuate daily depending on a variety of factors, including credit rating changes, interest rate fluctuations and call provisions. What a portfolio is worth today may be much different than what it is worth tomorrow—which makes regular portfolio evaluation more important than ever for both the investors and the brokers assisting in portfolio evaluation alike.

 

Many investment firms charge a fee for evaluating portfolios, which runs counter to the idea of turning a profit from investing. But at Stoever Glass, we offer free portfolio evaluation to all our clients. We do this because we can’t stress enough the necessity of evaluating portfolios on a regular basis, so that clients can know their present investment value and have a better and more informed idea of how to proceed in the future.

 

Learn more about our free portfolio evaluation services today – call 800-223-3881 or email us at sales@stoeverglass.com. We’ll set up an appointment to begin your portfolio evaluation right away, to ensure that your investments are secure and that your financial objectives are being met.