Building a Diversified Portfolio

When markets are up, it’s easy to forget risk. When markets are down, it’s easy to forget patience. Diversification is what keeps you steady in both.

In the video below, Shane breaks down the main building blocks of a diversified portfolio and how they fit together.

It’s easy to feel stuck with money. It's harder to have clarity and a plan you trust. If that feels like something you've been missing, let's talk about it.

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Nick George CFP®, ChFC®, CLU®

Founder | CERTIFIED FINANCIAL PLANNER® Practitioner

ClearMind Capital

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