Diversification: Maximize Investments & Reduce Risk with Paul Roldan & Jason Martin

Описание: AllGen's Co-Founders Paul Roldan, CFP® and Jason Martin, CFP®, CMT are back with another learning opportunity! Today's diversification video is pulled from AllGen Academy. Paul and Jason discuss ways to maximize your investments while reducing risk. They compare different examples of diversification strategies and the impact that has on your assets and growth over time.

As we've seen recently, diversification is an important strategy to manage investments!

Don't let current conditions drive your investing sentiments during this time. Market fluctuations aren't the same as portfolio fluctuations.

If you're already an AllGen client, be sure to login to your Morningstar® Client Portal account to view your investment portfolio allocations and performance metrics. https://www.allgenfinancial.com/ or https://fp.morningstar.com/

If you have any questions, call us at: 407-210-3888 - we're here to serve.

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