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Ongoing Portfolio Management

While you may not have the time or expertise to provide ongoing oversight for you portfolio, that is our main focus day in and day out. We understand the importance of monitoring your accounts as compared to your goals and risk tolerance, but also in light of market and economic events, diversification, and tax strategy. We work with you and the rest of your financial team to ensure constant oversight as you progress towards your goals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.

info@barkerfg.com | 781-743-2600