I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “<a href="https://bertramfinancial.com/should-i-sell/" rel="ugc noopener noreferrer" target="_blank">Should I sell?</a>”Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downturn in the stock market in March, we saw a quick recovery, and most accounts that were in any type of growth ended the year with a gain.

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “Should I sell?” Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downturn in the stock market in March, we saw a quick recovery, and most accounts that were in any type of growth ended the year with a gain.

I was just on a phone call this week reviewing a client’s portfolio and the question they asked was, “<a href="https://bertramfinancial.com/should-i-sell/" rel="noopener noreferrer">Should I sell?</a>”Considering all of the craziness of 2020, most accounts ended up with a gain at the end of the year. Even with the crazy downturn in the stock market in March, we saw a quick recovery, and most accounts that were in any type of growth ended the year with a gain.

Should I Sell?

The Dream Retirement Show is designed to help you feel confident about your retirement so you can focus on being who you want to be, do what you want to do, spend time with those you want to be with, and making an impact.
 
Most financial plans today are nothing more than sales gimmicks to get you to buy a certain product or service. Your plan needs to be coordinated with all aspects of your financial life; tax planning, cash flow management (including retirement income), investment positioning, and estate preservation. 

Disclaimer: https://bertramfinancial.com

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The Dream Retirement Show is designed to help you feel confident about your retirement so you can focus on being who you want to be, do what you want to do, spend time with those you want to be with, and making an impact. Most financial plans today are nothing more than sales gimmicks to get you to buy a certain product or service. Your plan needs to be coordinated with all aspects of your financial life; tax planning, cash flow management (including retirement income), investment positioning, and estate preservation. Disclaimer: https://bertramfinancial.com

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Should I Sell?

Should I Sell?