Rebalancing Portfolios In Times of High Volatility

posted on April 14th 2020 in WorthPointe News with 0 Comments

Confident financial agent showing growth graph to couple. Mid couple meeting financial advisor for investment. Business people discussing the charts and graphs showing the results of their successful teamwork.

It’s been said the most important and difficult part of investing is to have a philosophy and stick to it. We’ve had a lot of conversations with clients about portfolio strategy as it relates to recent events and we want to clarify an aspect of our philosophy and value-add to you. The recent volatility in […]

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