Early Spring Cleaning!March 01, 2011 Posted by: Ninh Chung
Major League Baseball players officially reported to training camp last month and many mark this sporting event as the unofficial beginning of spring; however, I’m sure our Midwest and East Coast clients and colleagues would beg to differ having just endured some of the longest and coldest winter storms in history. In my household, spring is marked by purging of accumulated items from previous years consumptions. Every March my wife and I take the opportunity to donate our unused clothes, read books, and underappreciated electronic gadgets to some of our favorite charities. Every year we are surprised by the sheer amount of neglected items accumulated from past years. I am sure next week will not be different.
Finance executives face a similar opportunity. Most of our technology and life science clients just wrapped up their annual financial planning and budgeting process and March is typically a good month to perform an itemized review of their investment portfolios. At SVB Asset Management we encourage our clients to, at minimum, take the following three steps.
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