Now is the time to meet with your financial adviser, financial planner, or investment professional to check up on your portfolio. I will share exactly why now is a good time and offer an agenda to guide your meeting. We will discuss how to approach conversations around the bear markets, rising interest rates, tax opportunities, and inflation.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
