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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. Mail Bag with Brian Regan; pros and cons of concentration

Mail Bag with Brian Regan; pros and cons of concentration

Nov 25, 2024

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry
and Russ Ball to answer client questions. The episode begins with Brian responding to a
70-year-old client who has approximately $100K in Verizon stock and very much enjoys
the dividend of 6.5%. Brian provides the pros and cons of having such a concentrated
position. The next client question comes from a couple in their 40’s who are saving for
retirement primarily using 401Ks. They want to know if they should add international
stock funds to their retirement accounts. Brian shares why this is a good idea despite a
recent history of lagging returns for international funds.


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in our survey, please click the following link: https://lnkd.in/ekcsvPaM


For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr