• The Wiser Financial Advisor: Portfolio Sanity Check #114

  • Sep 16 2024
  • Length: 21 mins
  • Podcast

The Wiser Financial Advisor: Portfolio Sanity Check #114

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  • Summary

  • Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being.
    A transcript of this episode is posted and episode chapters have been created for your convenience.

    Instagram: https://www.instagram.com/keystonefin/
    Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
    Contact Josh Nelson: https://www.keystonefinancial.com
    Contact Jeremy Busch: https//www.keystonefinancial.com
    Podcast Editing: Tim Leaman/info.primegen@gmail.com
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