Paul Analyzes a Portfolio and Isn’t Surprised at What’s Missing

In today’s episode, Paul gets an opportunity to look over someone’s portfolio, and in all three funds, something crucial is missing. Listen along to understand what to look for in your investment portfolios and how to avoid more risk than you need. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.