25 min

What Should You Do With Your Stock Portfolio‪?‬ Real Personal Finance

    • Investering

Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, provide insights on how to cut down on your stocks to achieve the life you’ve dreamed of. We have emotional ties to our investments—but that shouldn’t stop you from pursuing a more financially sound f...

Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, provide insights on how to cut down on your stocks to achieve the life you’ve dreamed of. We have emotional ties to our investments—but that shouldn’t stop you from pursuing a more financially sound f...

25 min