Lessons from Clients

Something More with Chris Boyd

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of their investment portfolio concentrated in a single holding. Chris leads the discussion of the best moves for such investors. The trio next reviews the challenges many people face in accurately predicting their retirement cash flow. The trio discusses challenges and methods of putting together an accurate financial plan.

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For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr