“When I’m sitting back reflecting on my career, I often wish that I could send a time capsule of wisdom, knowledge and experience back to my rookie self, back when I first got my securities license back in 1993.
If I could, that capsule would contain these videos.”
– Erik Strid, CEO of Concentus Wealth Advisors
Part 43 of Erik’s Weekly Video series.
This week’s lesson: An investment portfolio must always and everywhere operate only as the servant to a family’s financial plan.
Next Video: Part 44
Previous Videos: Intro | Part 42
Want to Learn More?
You should ask a lot of questions before you begin working with a wealth advisor to plan for your future.
We’d love to learn more about you and discuss how we can help you gain the Clarity you need to take control of your financial future.
Reach out to us and let’s start a conversation.