2020 Portfolio Strategy with Chad Carlson CFA, CFP®

from Mission Matters Money with Adam Torres · host Adam Torres

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

Episode metadata supplied by the publisher feed · Published Feb 27, 2020

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2020 Portfolio Strategy with Chad Carlson CFA, CFP®

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