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5 Tips To ‘Spring-Clean’ A Portfolio

by Joyce Hanson
Source: AdvisorOne


Every year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. It’s this last item that’s a reminder to investors that now is also the time to clean their portfolios. For advisors, spring cleaning means freshening up a client’s portfolio by reviewing goals, taking profits and reallocating assets, says Mark Martiak, a senior wealth strategist and vice president at Premier Financial Advisors/First Allied Securities.


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