Business
In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management talk about the death of the balanced portfolio — and why investment diversification is important. Learn more about utilizing additional avenues to achieve your financial goals so you can retire with confidence. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.