For Your Benefit

Don’t Let Your Investments Go On Vacation

June 28, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®.

As we gain some space from the COVID-19 pandemic, Justin will share tips to help ensure your investments are working hard for you consistently even when you are away on summer travel.

  • Know your destination
  • Match goals with investments
  • Invest for growth
  • Check your progress

Justin will also answer the question, “How should investors respond to inflation?”

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