How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2024/11/13/the-risks-of-a-concentrated-portfolio-with-randy-porzel-ep-55/"> Read More Read More</a>

How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of … Read More Read More

How do you manage concentrated stock portfolios? With the tech industry thriving, many investors are discovering that their portfolios are heavily reliant on a few major tech stocks, making it a challenging landscape to navigate. Nicole Romito converses with her colleague Randy Porzel, CFP®, and RICP® from Private Vista. Together, they explore the intricacies of … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2024/11/13/the-risks-of-a-concentrated-portfolio-with-randy-porzel-ep-55/" rel="noopener noreferrer"> Read More Read More</a>

The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.  Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)

The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)