All good financial managers and advisors should act as the CFO of your life and money. As a professional and a fiduciary, Craig Stiles talks about why a portfolio review annually is mandatory. Product selection and utilizing the Decidere Model (Craigs proprietary algorithm) is critical to maintaining the financial performance we need to sustain our lifestyles.
For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/