Skip to main content

Sandra Gilpatrick, CFP ®,CDFA™

Basic portfolio construction concepts illustrated with floral design

 Attempting to make the subject of portfolio construction more approachable, I use floral design as a point of reference to help simplify concepts.

 

  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.