Investment Committee: Strategic Income

The Connecticut Wealth Management Investment Committee is making a change to the bond side of portfolios. Megan Trask, CFP®, and John J. Shanley, CFP® share the reasons for these changes.
Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.