Sentara Spotlight: Portfolio Red Flags

After reviewing thousands of investment statements over the years, we've identified the warning signs that often go unnoticed—but can cost investors significantly over time.

In this video, we cover the most common red flags we see, starting with the biggest one: portfolios that were never built around a real financial plan. When your investments aren't aligned with your actual goals and timeline, everything else is just guesswork. How many of these red flags are hiding in your portfolio?