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In this episode Damon Roberts and Matt Deaton discuss the red-hot market, which has made a lot of stock portfolios look great compared to last year. They talk about the need to rebalance percentages in terms of stocks versus bonds. Plus, the pros and cons of a face to face vs virtual meeting.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
In this episode Damon Roberts and Matt Deaton discuss the red-hot market, which has made a lot of stock portfolios look great compared to last year. They talk about the need to rebalance percentages in terms of stocks versus bonds. Plus, the pros and cons of a face to face vs virtual meeting.
For more information on Acute Wealth Advisors or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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