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The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Guest Michael McClary Chief Investment Officer | TOPS / Valmark Advisers, Inc
Manage episode 407201553 series 3558742
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The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special Guest Michael McClary
Chief Investment Officer | TOPS / Valmark Advisers, Inc
They discuss Diversification, Risk management, Indexing, ETFs, Avoid mistakes we see other managers make, Systematic monitoring, Rebalancing, Strategic allocation changes.
Advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. All TOPS services are sold with a copy of the form ADV2A, ADV2B and fund prospectuses. These are available from your financial professional and investors are encouraged to read them in their entirety before investing. All investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against a loss. Valmark Advisers and their financial professionals do not offer tax advice. Client is advised to seek tax advice from a qualified professional before adopting any ideas contemplated herein.
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