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Portfolio reconstruction #1410

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

A well-diversified portfolio is vital to any investor’s success. As an individual investor, you need to make sure your asset allocation best conforms to your personal investment goals and risk tolerance. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
a. Based on need, not age

Resources –
• “How A Portfolio Manager Handles Volatile Markets”, article by Andrew Thrasher, CMT How A Portfolio Manager Handles Volatile Markets – https://yourlifeafterwork.com/how-a-portfolio-manager-handles-volatile-markets

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

1-800-928-4001

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"Next Steps" Meeting

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Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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