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/