Bradley’s role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals.
CERTIFIED FINANCIAL PLANNER™
Georgia State University, M.B.A.
University of North Carolina at Wilmington, B.S., Business Administration
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During periods of high market volatility, short-term negative impact to your investment portfolio can be unnerving, but there are also some planning opportunities that could allow you to take advantage of the situation and do not require you to make significant sacrifices in your investment portfolio. Here are some Silver Lining/planning strategies to consider.