Keep Your Portfolio Cool In The Heat
This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis welcome back Attorney Keith McManus, who will discuss your mindset and what you can expect in an initial estate planning meeting.The next segment will be important if you have retirement accounts because Derek, Matt and Keith, will discuss required minimum distributions. There are so many different ways to handle RMD's, so it is important to plan ahead for them. Finally, in the weekly market report the guys will discuss how to keep your portfolio cool in the heat.