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News & Insights Colleen Kelleher Sorrentino…
Finance  /  July 23, 2019

Colleen Kelleher Sorrentino, Chief Investment Officer at KFA, Explains the Importance of Portfolio Diversification in the SIEDC’s Quarterly Newsletter

When you’re managing your portfolio, it is critical to understand how important diversification is. All of us hope that our current investments will increase however there will be times when some of them will lose money. This is why you need other types of investments – you need to diversify.

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  • Company
    • About Us
    • Our History
    • Leadership Team
    • Advisory Board
    • Contact
  • Services
    • Overview
    • Asset Management
    • Estate Planning
    • Retirement Planning
    • Charitable Planning
    • Tax Planning
    • Education Planning
    • Cash Flow Management
    • Insurance Needs
    • Family Governance
  • Markets
    • Families
    • Overview
    • Business Owners
    • Individuals & Professionals
    • Family Governance
    • Pension Plan Participants
    • Foundations
  • Strategic Partnerships
  • News & Insights
  • Newsletters