3 Key Portfolio Shifts We Are Reviewing With Our Clients Right Now
Apr 12, 2021
By Debra Taylor, CPA/PFS, JD, CDFA
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.