Taking care of business with spring cleaning
Eric Roberge of Beyond Your Hammock and Joanne Burke of Birch Street Financial Advisors
From portfolio reviews to tidying up client accounts, advisors share what they're cleaning up this spring.
As Bachman-Turner Overdrive once sang, advisors are “taking care of business.” With April well underway and tax season coming to a close, some advisors might be considering doing some spring cleaning around the office.
That can mean a lot of things, from reviewing and shifting portfolio alloc
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