Tag: Investments

A Financial Advisor’s Take on the Pitfalls of Investment

A Financial Advisor’s Take on the Pitfalls of Investment

In my 21+ years as a life insurance and financial services advisor, dealing with high-level executives and top-performing entrepreneurs, I’ve met clients with different levels of experience with investing. It’s interesting to hear the questions that come up in my meetings, these questions have mostly been around restructuring existing portfolios.  If you’ve been having doubts like:  Why don’t all of my asset classes perform…

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