Tag: portfolio

In continuing on in the six-part series on financial planning, part three addresses the review of one’s portfolio—what you should expect from your financial advisor as he/she goes over it with you—and what you should have prepared and ready in the way of paperwork prior to a meeting with them.

A quick review: The first installments in this series covered questions you should come to expect your financial advisor to ask you when taking you on as a client in order to become familiar with your financial situation. In the second segment, I discussed what questions you may want to answer as you go about planning for retirement.

Suzy and Jim Gullett, the owners of Vino Noceto, purchased their first parcel of land in 1984. At the time Amador County’s Shenandoah Valley was primarily known for Zinfandel, but the Gulletts wanted to do something different. After a year of trying various wines with dinner and a two-week trip to Tuscany, they decided to focus on Sangiovese. The Gulletts planted their first vineyard measuring less than one acre in 1987.