CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour continuing their discussion on a Wall Street Journal article, 20 Ideas for Adjusting Your Stock and Bond Portfolio. The topics covered were strategic asset allocation in volatile markets, dividend-growth stocks, making incremental shifts, investors timeline and more.
Chris and Jeff discuss a client insurance situation, explaining the commonality of expiring insurance and what considerations go into evaluating whether a person needs to renew and more.
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