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Question: Should I Make Major Changes to my Investment Portfolio?

Your portfolio should already be invested in the proper areas for 2021 and the next 3-5 years. That being said, adjustments will still need to made along the way. The biggest issue our firm sees with new clients is that they are consistently invested in the wrong areas and over diversified.

Self managing investors typically don’t have an investment or research strategy, which is detrimental to your wealth and retirement. Remember: without hardcore daily research and proper management, your portfolio will suffer.

Our firm believes in active money management, maybe it’s time you hired a wealth management firm that takes the time to ensure your wealth and retirement is invested properly. Call us today! 800-618-8577.


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