Building Your Investment Portfolio One Brick at a Time # 411

Your Life Your Wealth

English - September 15, 2023 11:55 - 15 minutes - 21.6 MB - ★★★★★ - 27 ratings
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Previous Episode: Tax Planning Now and Throughout Your Retirement # 410

Next Episode: Your Retirement Outlook: Is the Glass Half-Full or Half-Empty? # 412

In this episode, John Walker, Regional Vice President, Mercer Advisors, discusses the similarities between building a house and constructing a solid investment portfolio.

Listening Time: 15 minutes

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Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.