Retirement Talk Podcast Episodes

morningstar

171. Are You Making These 5 Common Portfolio Mistakes?

171. Are You Making These 5 Common Portfolio Mistakes?

  Investors often underestimate the risk in their portfolio.  Today,  Laura Stover, RFC® and Michael Wallin, CFP® break down 5 common portfolio mistakes, as outlined by Christine Benz in Morningstar.  They are portfolio sprawl, when your assets often overlap and...