Broker Check

AdvisorTalk: Portfolio Construction - Video

| June 21, 2019
Share |

In our AdvisorTalk series, we come together to discuss different investing and planning topics conversationally.

In this edition, Steve and Sam discuss portfolio construction. There’s a lot of strategies out there about how to evaluate whether or not a company or position is a worthwhile investment. Though you need greater context to ultimately determine if it’s right for your portfolio, we wanted to spend a couple minutes talking through some thoughts about buying and selling in this market environment and why patience and discipline are key.

Share |