A male business man sits a long time earning money from doing business using a calculator for long words.

An Investment Reality Check

Market volatility is alive and well in 2019. Many investors may be tempted to review their portfolios only when the markets hit a rough patch, but careful planning is essential in all economic climates. Whether the markets are up or down, reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track. Keep reading for three questions to consider.

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Melissa Santas Peterson

Melissa Santas Peterson

CFA
Partner & Chief Investment Officer, Wealth Management Practice

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