Investments You’ve made investments your whole life. Work with us to help make the most of them. Related Content Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.