NFL Draft, March Madness, and bank failures. A lot has been happening. Due to the latter, we've had a lot of questions from clients about diversification. Diversification is not just putting your money in separate accounts or separate institutions. Luckily, we have Riskalyze, a piece of technology that helps us map out a diversified portfolio for you, and we are always happy to have a diversification conversation with you.
If you have questions you can call us 336 544 6800 or send an email