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Bring your Finances to LIFE

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Home›Posts Tagged "portfolio"

Tag: portfolio

  • Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi

    Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is ...
    Read More
  • Investing
    March 10, 2020
    by Kurt J. Rossi

    How to Avoid Portfolio Panic During Difficult Markets

    Until recent Coronavirus fears took hold, the financial markets had continued to march higher in the face of higher valuations and heightened policy and trade ...
    Read More

 

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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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