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Home›Posts Tagged "Investment portfolio"

Tag: Investment portfolio

  • Investing
    March 23, 2021
    by Kurt J. Rossi

    Portfolio Pitfalls to Avoid

    It’s no simple task to put together and carry out a comprehensive investment plan – especially in the current economy. In fact, the process of ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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