Megan Trask, CFP®, and John Shanley, CFP®, provide a performance overview of CTWM’s investment portfolio and what is top of mind for the firm moving forward in 2022.
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.
Information presented is also dated material and may be out of date or obsolete after the date of publication. Investments involve risk and unless otherwise stated, are not guaranteed.
Investment Committee Update: January 2022
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