Earlier this year, our Managing Director and Chief Wealth Management Officer, David Lloyd published a month-by-month Personal Finance Checklist to help readers organize and optimize their financial affairs and it’s been a popular post on this blog.
April is a good month to review your portfolio after first quarter results are in: Perhaps a little ‘spring tune-up’ if you haven’t revisited your strategy in awhile?
On that very subject, here’s a link to an article by Stephen Hafner, one of our Managing Directors & Portfolio Managers, written for the website Accretive Advisor. Stephen identifies the three
most common portfolio problems we see — and how to fix them.