What can you do in times of volatility to make sure your financial investments stay in line with your goals? Brandon Hebert, CPWA®, CEPA®, CEO of Modernize Wealth, presents four quick tips to help you figure out where to start when it comes to evaluating your investments. If it’s been a while since you did an investment evaluation, especially given the long bull market we’ve just experienced, take a couple of minutes to watch this.
If you have any questions or want to talk about your investments and your financial goals, call us on 480.346.1283 or email hello@modernizewealth.com.
