How to "Build" a Sturdy Investment Portfolio

Vawter Financial |

When you build a house, you need all kinds of permits and inspections to make sure it’s done right.  This same type of consideration should be given when you “build” an investment portfolio.  What investments (materials) should be used, how do you avoid taxes (poor insulation & leaks) and how should things be titled to coordinate with your estate plan?  We think more people should have a better plan (blueprint) for building their investment portfolio so it can withstand more than just a typical financial “storm”.  Watch this short video to learn more!


The opinions expressed in our blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this blog is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.