7 Ways YOU (or an Advisor) Can Improve Your Portfolio Today скачать в хорошем качестве

7 Ways YOU (or an Advisor) Can Improve Your Portfolio Today

Are you leaving wealth on the table by missing out on the 7 strategies we discuss in today's video? Are you seeking help understanding the benefits these strategies can offer you personally? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 7 Ways YOU (or an Advisor) Can Improve Your Portfolio Today 0:24 #1 - Upgrades to Cash? 1:54 #2 - Holding Assets in the Right Places 5:14 #3 - A Strategy We Call "Relocation" 7:32 #4 - Turning Losses Into Gains 9:24 #5 - The Best Rebalancing Strategy? 12:58 #6 - Model Portfolios vs. Personalized Portfolios 16:20 #7 - Selecting the Right Securities - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...