00:05:33
Unaccredited
Key 2022 Money Considerations from a Top Advisory Firm
- 09 mins 58 secs
The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation. Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA.
Channel:
Meet the RIA
People:
Ross Cohen
Companies: Bartlett Wealth Management
Topics: RIA, Wealth, Taxes, Philanthropy, Inflation,
Companies: Bartlett Wealth Management
Topics: RIA, Wealth, Taxes, Philanthropy, Inflation,
For further information about RIA TV please contact:
570 Lexington Avenue, 20th floor New York, NY 10022 Office: +1 212 661 4111 [email protected]
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