Laurie Siebert, CPA, CFP®, AEP® and her guest, Kevin Brosious, MBA, CPA/PFS, CFP® discuss “What to consider when building a portfolio.”
RELATED PODCASTS with guest Kevin Brosious: Bond Investing (October 23, 2013) | Education Planning (August 21, 2013)
Tune in to “Your Financial Choices” on WDIY 88.1 FM on Wednesday at 6...
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Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org