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The 7 Habits of Highly Effective Investors
Resolving to get your portfolio in shape for 2021? Vice President Rick Winters and Senior Financial Planner Andrew Busa are here to help. In the year’s final episode of The Adviser You Can Talk To Podcast, they lay out seven steps for investors to consider as we close the books on 2020—and they are equally applicable throughout the year.
Click to listen now!
Links to referenced reports: Key Financial Data (https://bit.ly/2KGKGdc); Charitable Giving (https://bit.ly/3rD1qCx); 2020 Year-End Thoughts for Your Portfolio and Personal Life (https://bit.ly/3rIPfUL)
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By Adviser InvestmentsResolving to get your portfolio in shape for 2021? Vice President Rick Winters and Senior Financial Planner Andrew Busa are here to help. In the year’s final episode of The Adviser You Can Talk To Podcast, they lay out seven steps for investors to consider as we close the books on 2020—and they are equally applicable throughout the year.
Click to listen now!
Links to referenced reports: Key Financial Data (https://bit.ly/2KGKGdc); Charitable Giving (https://bit.ly/3rD1qCx); 2020 Year-End Thoughts for Your Portfolio and Personal Life (https://bit.ly/3rIPfUL)