Nicole Webb, CFP®, SVP and Financial Advisor and Ted Braun, CFP®, VP and Financial Advisor were featured in ThinkAdvisors’ Advice Column “How 11 Advisors Are Shifting Portfolios Now (or Not).”
Click through the slideshow below to learn what questions you should be asking your advisor, how you can take advantage of market volatility, ways to keep your portfolio diversified, and how to make sure your portfolio is aligned with your needs, goals, risk tolerance and time horizon.