Press Release

Wealth Advisor Tyler Sterk Quoted in Financial Advisor Magazine

August 24, 2023

Tyler Sterk

Clients Shouldn't Rush into Windfalls, Advisors Say

From our perspective, a good financial plan can be used as a guidepost to create a well-balanced portfolio tailored to an investor’s specific needs. Wealth Advisor Tyler Sterk, CFP®, CPA discusses how clients should not rush into #investing without first creating a thoughtful financial plan.

Read the full article here: https://bit.ly/3NYhyvJ

At KAR believe investors should try to avoid the temptation of jumping into the stock market without first creating a detailed plan of attack. Instead, focus on creating a well-diversified portfolio and invest with clear goals and objectives.

To speak with one of our advisors, contact one of our offices today: https://kayne.com/wealth-management/contact/

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
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