The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP® about finding your individual "sweet spot" that balances return and risk.

Taking Stock with Lisa Brown

Is Now the Time to Dial Down Risk?

Lisa Brown, CFP®, CIMA®, is a Partner and Wealth Advisor at Brightworth. In this podcast, Lisa shares best practices for wisely managing your money. From making smart tax decisions to savings, her practical experience as an advisor can help you face your financial future with confidence.

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Taking Stock with Lisa Brown