The month of January is a good time to start re-organizing and de-cluttering financial portfolios. There are four basic categories to start off the new year with:
- Insurance
- Investments
- Savings
- Taxes
Getting these basic categories organized can make a difference and can help to get everything in order for 2020.
Have a good week and read your stock market update below.
View My Weekly Economic Update
Joel Johnson, CFP®
CEO and Managing Partner, Johnson Brunetti
