Common questions for uncommon times

As an investor, it’s natural to review your investment strategy in today’s economic climate—whether you’re thinking about your retirement timeline, risk tolerance, or overall market conditions.

We’ve compiled the most frequently asked questions we’ve received over the last few months and found resources that can hopefully help provide some answers.

How do I assess the risk in my investments?

• Understanding Guideline’s managed portfolios
• How do I create a custom portfolio?

What does Guideline do to help participants during a bear market?

• What is portfolio rebalancing?

I have a 401(k) at another financial institution, is this a good time to roll it over to my Guideline 401(k)?

• Learning about my rollover options
• How to initiate a rollover with Guideline (Video)

What type of funds does Guideline provide?

• View our fund menu
• Check out our portfolios

Does Guideline have financial advisors who can help choose a portfolio?

• Setting up your Guideline 401(k)
• Understanding Guideline’s managed portfolios
• Guideline’s complete fund menu

Can I move all funds into cash for a while and then switch into a different portfolio at any time? Why does my reallocation not happen immediately after I make the change?

• Making account and investment changes