Wealth Wednesdays: Perfect Investment Portfolio Design

Join us for Wealth Wednesdays! This week, we simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a Kindergartener, but businesses owners will be able to supervise their financial advisors and their fortunes to ensure they are adequately optimized. Modern Portfolio Theory teaches you how to achieve maximum returns for a given amount of risk. It is based on the work of Nobel Prize winning economist Harry Markowitz. But don’t let that intimidate you.

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