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Category: Regulatory/Compliance
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Know your investments

Investors must be mindful of what they own and why they own it.

It is very important to contact me at least once a year in order to review not only your accounts but to see if your risk tolerance or willingness to accept risk has changed or material circumstances has changed.

Please book those appointments with your financial advisor!

If daytime appointments are not convenient, we can schedule weeknight or week-end appointments as well.