LADIES, HOW IS YOUR FINANCIAL PORFOLIO?
"It’s not too late for a start-of-year portfolio tune-up"
Katherine Gordon offers this advice, “We don’t suggest people change their portfolio for the sake of change,” says Katherine Gordon, vice president and investment advisor with Sightline Wealth Management, an independent wealth management firm specializing in alternative investment strategies. “Sometimes, holding your portfolio makes sense. However, three emerging trends for 2022 suggest a portfolio review and perhaps some shift in asset classes are in order.”
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Thanks Larry B. for the article.
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