At times like this, we are especially grateful for professional partnerships such as the one we offer clients through The Optimized Portfolio System (TOPS®).
In terms of recent market volatility, Click Here for the insights from Michael McClary, MBA – Chief Investment Officer and the TOPS® Portfolio Management Team at ValMark Securities, Inc.
I hope that this is helpful information to each of you.
As always, we are here to talk if you’d like.
Barbara A. Culver
CFP®, ChFC®, CLU, AEP®