<p>The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation.  Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA. </p>

The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation. Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA.

<p>The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation.&nbsp; Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA.&nbsp;</p>

Key 2022 Money Considerations from a Top Advisory Firm

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.

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Key 2022 Money Considerations from a Top Advisory Firm

Key 2022 Money Considerations from a Top Advisory Firm