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Adjusting Your Allocation - The Smart Way to Update Your Investments

Your investments have to change along with the changes you experience in your own financial life. The question is how do you make allocation adjustments the SMART way – without blowing up your financial plan, incurring undue taxes, or chasing historical returns you already missed out on?

In this video, Joshua Duvall, CFP®, RTP will discuss strategies to help you make educated investment decisions in light of your entire financial life, and provide insight into managing external economic factors that may negatively effect your portfolio.

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Joshua Duvall, CFP®, RTP launched his own Registered Investment Adviser in 2017 after more than a decade in the financial industry, working for some of the world’s largest and most successful firms including LPL Financial, New York Life, and State Farm Ins. Co. Married with two children, Josh resides in Tabernacle, New Jersey and is an engaged member of his community. Josh enjoys coaching youth sports, rooting for The Ohio State Buckeyes, and sharing his passion for Jesus through biblical ministry and community service.