Why It Pays To Know What Is Under Your Portfolio Hood

/ Percension Wealth Advisors, LLC/

Hi everyone,

Here is the rundown of this week’s blog…

  • Our recent encounter rolling over a client’s IRA shows how expensive mutual funds can be (0:10)

  • Stocks fell for the 4th-straight week, as bonds rallied (3:20)

  • The long-term chart of the S&P 500 shows why there should be concern - I explain (4:52)

  • Portfolio activity (8:26)

Have a great week!

Brian E Betz, CFP®
Principal