Our 2017 Q2 Newsletter offers articles relevant to the current investment climate: Why investors should not shy away from the bond market; tracking fund flows for stocks, bonds and cash and their trends; and Europe as a source of attractive investment opportunities. We also share best practices for profitable portfolios and 401Ks.
Click below to read the issue:
.ptview.com/files/PVFS_Newsletter2Q2017V2_OL_web.pdf or call us for your own copy at 908-598-1717.
Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?
Contact David Dietze, John Petrides, Claire Toth, Donna St.Amant, Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.