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
Lisa Brown, CFP®, CIMA®, serves as Partner in Charge, Corporate Professionals & Executives, and as Partner and Wealth Advisor at Brightworth. In this podcast, Lisa shares best practices for wisely managing your money. From making smart tax decisions to savings, her practical experience as an advisor can help you face your financial future with confidence.