3 Key Portfolio Shifts We Are Reviewing With Our Clients Right Now

Apr 12, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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When we make strategic asset allocation shifts, we also make a point to update clients. True, this communication about portfolios can be time-consuming, but we don’t want disgruntled clients who feel ill-informed at their annual review. So here is what we are talking about with clients right now.

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