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January 11, 2023 19 mins

How should various asset classes - stocks, bonds, ETFs, and mutual funds - fit into your overall portfolio and goals? Part of our job here at Evergreen Wealth Solutions to is help educate our clients on these and other investment forms. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about your investments, we'd love to hear from you! Email kate@egwealth.com with your questions.

https://www.egwealth.com

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