Do financial markets and daily news headlines make you anxious?
Do you think your portfolio and investments may be off-track?
It’s time to get a second opinion!
In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, and Kirk Loury, portfolio strategist at MCM Wealth and managing member of Advisable Wealth Engines, discuss the role of portfolio second opinions in building financial confidence. Second opinions identify misalignments with your wealth plan, poor structure, and investments mismatched to a targeted purpose.