Money Guide With Mary Sterk

Managing Your Portfolio

Informações:

Sinopsis

Managing your investment portfolio has a lot of moving pieces. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss key pieces of strong portfolio management and share strategies to avoid common pitfalls that investors commonly make. Topics include: Risk Tolerance Level Morningstar Motley Fool Stock Picks Research Strategy Unbiased Data Mutual Funds Asset Class Real Estate Oil Companies Correlation Market Volatility Buy & Sell Criteria Sell in May and Go Away Strategy Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact