Year End Portfolio Review to Reduce Portfolio Volatility

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Consolidated Asset Mix for all of your accounts

Portfolio Rebalancing – Asset Mix, Equity Sector weights, Individual stock weights, Fixed Income exposure and duration

Tax Planning

Risk reduction – rebalance back to long term asset mix

Analysis of all Mutual and Exchange Traded funds holdings

Management Fee Recommendations

Individual stock, Equity Sector weights and Fixed Income duration and credit risk recommendations

Posted in Blog Post, Portfolio.

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