32. Assessing Performance

02/08/23 • 15 min

It is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Previous Episode

31. The Concept of Asset Allocation

An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about the allocation of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Next Episode

33. Buy/Sell Agreements

Not unlike a budding marriage, it is important to set expectations out clearly when beginning a business partnership, or when buying or selling that business. Noel Anderson, Vice President of Executive Benefits at Madison Brokerage, is our guest for this topic.

If you have questions about a business buy/sell agreement, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com