Jul 24, 2020
If you think 2020 has been a rough year, you’re probably happy that it’s half over! July also means that it’s time for a mid-year portfolio check-up. And Morningstar’s Christine Benz says you should start by reviewing your asset allocation. What does that mean and how can Kevin help you? Plus, How do we “de-risk” our portfolio?
Contact Kevin for a Complimentary Portfolio Review! This is an opportunity for Kevin to make sure there are no income gaps or mistakes in your plan to keep you on the right track to your retirement. Think of it like your annual physical, for your retirement!