Planning
ROLLOVER DECISIONS – THE BEST AND THE WORST
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s not
June 13, 2017
Tag: managing risk
Investing
Think You’re Diversifying Investments? Not Really.
Jim Lorenzen, CFP®, AIF® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell
April 28, 2017