2020 Portfolio Strategy with Chad Carlson CFA, CFP®
Mission Matters Money with Adam Torres
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Show Notes
The market has been rising for a record amount of time. With investors questioning when the next big pullback will happen, what should they be doing? In this episode, Adam Torres and Chad Carlson CFA, CFP®, Owner, Wealth Manager & Director of Research at Balasa Dinverno Foltz, explore portfolio considerations going into 2020.
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