Choosing an Investment Mix

It’s important to understand what your financial goals are before you choose an investment mix. Today, Paul covers some material from a workshop this week and explains the general rules of choosing what should be in your portfolio. Paul covers topics like age, stock/bond mix, and creating a portfolio you can take an income on while avoiding taking risks you’re not getting paid to take. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.