Dollars and Sense: Creating Your Fulfilled Life

2023’s Mid Year Check In With Bob Westrick (Ep. 22)


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Amidst these unprecedented times, a burning question arises: Should you maintain a diversified portfolio?  In this episode, Nicole Romito and Bob Westrick, Partner at Private Vista, provide a mid-year market update for 2023. Together they tackle some of the pressing inquiries that have flooded their clients minds. From whether America is already in a recession …

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Dollars and Sense: Creating Your Fulfilled LifeBy Nicole Romito