The stock market’s stunning turn
of recent events could present a golden opportunity to rebalance
your portfolio. Lisa talks with Herman Freitag, CFP® about finding
your individual "sweet spot" that balances return and
About the Podcast
No matter where you are in your financial life, you face decisions and want expert guidance. How should you save, invest, and plan for the future you want?
Lisa Brown, a leading wealth advisor with CI Brightworth, brings together financial advisors, executives, business owners, life coaches, and others to discuss and share experiences and ideas. Together, these experts can empower you to focus on what matters most. Learn more at brightworth.com