An Integrated Portfolio and Financial Plan Are the Key to Success

Your financial plan and your portfolio should be managed in tandem by a Financial Advisor. So why go it on your own? Only 5% of professional money managers beat the market 20 years out. The investment choices you make today can affect your entire family for decades or even a lifetime. Listen here to find out how you can ensure your financial future is successful.
 

Key Points from this Episode:

(01:55): Financial product research results
(06:25): Economic cycles
(07:22): Why do you need to integrate the portfolio and the financial plan?
(08:02): Taxation choices
(09:25): Staying on top of all the changes yearly; income, taxes, and estate

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