On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?"  What are some of the questions you should be asking yourself when you see such an ad?  It may be tempting to make a snap decision when things change, but Matt lays out some ideas to help sift through the noise and resist making changes for the wrong reasons.

On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?" What are some of the questions you should be asking yourself when you see such an ad? It may be tempting to make a snap decision when things change, but Matt lays out some ideas to help sift through the noise and resist making changes for the wrong reasons.

On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?"&nbsp; What are some of the questions you should be asking yourself when you see such an ad?&nbsp; It may be tempting to make a snap decision when things change, but Matt lays out some ideas to help sift through the noise and resist making changes for the wrong reasons.

Should I change my investment strategy?

Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing.&nbsp;

Business

Investing

Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing. 

Share Should I change my investment strategy?

Sign up to save your podcasts

Should I change my investment strategy?

Should I change my investment strategy?