Ask An Adviser: Building 3 portfolios from scratch - Matt Ingram

Your portfolio should be changing with your life.

For many, that may be an obvious statement. The harder part is understanding how it should be changing over our lives.

That is what we wanted to unpack with Matt Ingram, financial adviser and partner at Northhaven Financial Management.

Today, Bryce and Matt work through 3 personas and build portfolios for their stage of life. Tune in to hear portfolios for:

The young accumulator

The pre-retiree

The inheritance receiver

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The skinny

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