How to Imagineer Your Dream Life with a Financial Advisor

Thinking back to the beginning of the Covid-19 pandemic in March 2020 most of us look at this highly volatile period and review how our investments have performed. I know for a fact some of my readers have performed extraordinarily. In times of crisis, there’s always opportunity as well. How did you perform? How do you feel about it? Usually, whenever you review your progress it’s also the best time to adjust your path forward. For most, this means to eventually rebalance your portfolios, but it should also include checking-in and understanding how your current situation and path will help you…...