2020 Portfolio Strategy with Chad Carlson CFA, CFP®

Adam Torres and Chad Carlson discuss what investors should focus on in 2020.

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Show Notes:

The market has been rising for a record amount of time. With investors questioning when the next big pullback will happen, what should they be doing? In this episode, Adam Torres and Chad Carlson CFA, CFP®, Owner, Wealth Manager & Director of Research at Balasa Dinverno Foltz, explore portfolio considerations going into 2020.

About Balasa Dinverno Foltz LLC

At Balasa Dinverno Foltz LLC our mission is simple – we help you enjoy a full life. And it drives everything we do.

• Comprehensive financial planning and investment management
• Unbiased, conflict-free investment advice

We serve Business Owners, Women, Individuals and Families, and Institutions. We also have Practice Groups that specialize in the unique needs of:

• Attorneys
• Divorce
• Financial Professionals
• Insurance Brokers
• Widows

Our dedicated Practice Groups are comprised of experts in these areas, leveraging our real-world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. 

We passionately design and implement customized solutions for building and managing our clients’​ wealth. The firm’s team of professionals includes Attorneys, Certified Public Accountants, Certified Financial Planners, Certified Financial Analysts, and Masters of Business Administration. The firm’s holistic, solution-based approach to wealth management, client service, and our experience have resulted in a 98% client retention rate and ranking as a best places to work and top advisory firm in the country. 

Past performance may not be indicative of future results. Different investments involve varying degrees of risk. Future performance of any investment or strategy recommended by Balasa Dinverno Foltz LLC may not be profitable or suitable for you or equal historical performance levels.

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