2020 Portfolio Strategy with Chad Carlson CFA, CFP®

What this episode covers

The market has been rising for a record amount of time. With investors questioning when the next big pullback will happen, what should they be doing? In this episode, Adam Torres and Chad Carlson CFA, CFP®, Owner, Wealth Manager & Director of Research at Balasa Dinverno Foltz, explore portfolio considerations going into 2020. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://www.moneymatterstoptips.com/podcastguest More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently Asked Questions

How long is this episode of Mission Matters Money with Adam Torres?

This episode is 10 minutes long.

When was this Mission Matters Money with Adam Torres episode published?

This episode was published on February 27, 2020.

What is this episode about?

The market has been rising for a record amount of time. With investors questioning when the next big pullback will happen, what should they be doing? In this episode, Adam Torres and Chad Carlson CFA, CFP®, Owner, Wealth Manager & Director of...

Can I download this Mission Matters Money with Adam Torres episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.