by lindapowell | Aug 9, 2022 | Articles, In The News
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by lindapowell | Oct 23, 2020 | Articles, Newsletters
https://conta.cc/3lL9xsU
by lindapowell | Oct 9, 2020 | Articles, In The News
Six areas of personal finance to review When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent...
by lindapowell | Jun 17, 2020 | Articles, In The News
This vital investment account question should be answered sooner rather than later Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...
by lindapowell | Nov 12, 2019 | Articles, Kristin's Chronicles
People ask sometimes, what’s the number one thing I should be doing with my finances? When it’s time to pull out my “Easy” button for finances, it points right to “Save More Money.” Your future self will thank you. Now there are all sorts of complicated things in...
