2020 Portfolio Check-Up

Published: Jan. 24, 2020, 1 p.m.

It's a new year, and we are beginning the year with U.S. markets at an all-time high. January is a good time to review your portfolio mix. Markets are unpredictable and it can be dangerous to try and time them. In this episode Stephanie give 4 prudent portfolio rules to follow so that you can continue participating in the growth of the markets but also manage your risk effectively. Show notes at https://lgbtqmidlifemoney.com/35