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Out with the old, in with the optimal: Spring cleaning for your portfolio

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Manage episode 485052303 series 3561332
Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
For many, spring cleaning is an annual thing, but there is never a bad time to reevaluate your portfolio to get it looking its best. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he shares some ways to identify outdated or underperforming assets and strategically reallocate to more promising opportunities for improved long-term performance.
Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 485052303 series 3561332
Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
For many, spring cleaning is an annual thing, but there is never a bad time to reevaluate your portfolio to get it looking its best. Chris Hoffman is the founder of Hoffman Financial Group and on this episode of Money Unleashed he shares some ways to identify outdated or underperforming assets and strategically reallocate to more promising opportunities for improved long-term performance.
Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.
  continue reading

77 episodes

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