Helping Build Resilient Portfolios for Generational Wealth скачать в хорошем качестве

Helping Build Resilient Portfolios for Generational Wealth

Portfolio manager and director Jeremy Lehrer shares how to design portfolios intended to endure across various market cycles and support your family’s legacy. Join Jeremy as he outlines our approach to building resilient portfolios designed for generational wealth. Discover how thoughtful diversification, tailored asset allocation and disciplined rebalancing can help your family navigate uncertainty. Watch the video to learn why adapting strategies to life events and fostering family engagement are essential steps to preserving and growing your legacy. Disclosure: This video is presented by RWA Wealth Partners, LLC (“RWA”). The contents are for informational and educational purposes only and are not intended as investment, legal, tax or insurance advice. Please consult with your investment, legal, tax or insurance advisor concerning any specific questions you may have. RWA Tax Solutions, LLC is a wholly owned subsidiary of RWA Wealth Partners, LLC. All tax preparation and filing services are provided by RWA Tax Solutions, LLC under a separate written engagement letter and at an additional cost. RWA does not guarantee the accuracy and completeness of any sourced data in this presentation. Except as otherwise authorized, this information may not be shown, copied, transmitted or otherwise given to any third party without RWA Wealth's written consent. RWA Wealth Partners logo is a registered trademark of RWA Wealth Partners, LLC. Learn more about RWA Wealth: https://www.rwawealth.com/    / @rwawealth     / rwawealth     / rwawealthpartners     / rwa_wealth     / rwawealth