Building a Simpler Portfolio
I’m excited to have been quoted in this US News and World Report article about building a simple 3- fund investment portfolio!
For people trying to choose which investments to use in their retirement accounts, or those managing their own portfolios, this brief article provides some insight into the pros, cons, and general considerations of building a simpler portfolio.
As always, for anyone with questions or looking for help gaining a better understanding of their finances, please don’t hesitate to contact me to discuss further.
Disclaimer: This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax or legal advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Matthew Crum, and all rights are reserved. Read the full Disclaimer