Lessons from Clients

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of their investment portfolio concentrated in a single holding. Chris leads the discussion of the best moves for such investors. The trio next reviews the challenges many people face in accurately predicting their retirement cash flow. The trio discusses challenges and methods of putting together an accurate financial plan. The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr