Tailored Fit
Today we discussed this idea of breaking away from the common misconception that your age should drive your portfolio’s design.
Today we discussed this idea of breaking away from the common misconception that your age should drive your portfolio’s design.
Trevor is joined by TBG co-workers Sean Latimer and Leslie Rea to talk about developing the right kind of financial portfolio.
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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