Investment Analysis and Recommendation

Item Number: 9504
Time Left: CLOSED
Description
A free analysis of your investments by Investment Advisor Steve Goldberg. He'll analyze your portfolio, and, based on your personal circumstances and risk tolerance, recommend changes that you can implement on your own, or with his help. Steve is a fee-only investment advisor, which means that he does not sell financial products to make commissions. A long-time mutual fund journalist and author, Steve was a senior fund writer at Kiplinger's Personal Finance Magazine for more than 13 years. He still writes frequently about mutual funds.
Donated by
Tweddell Goldberg Investment Management