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April 23, 2024

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Money Management

Florida financial planner's post-COVID-19 investment advice

| 3/29/2021

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Calling a year like 2020 a “free look” period, Michelle Barron advises her clients to examine their losses in early 2020 and adjust their portfolio if the figures were distressing.

This story also features expert opinions, business briefs and people in the news: River City Wealth Management

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A note of caution for Florida investors

There are a number of threats, including anti-trust momentum, that could hurt the future performance of big tech stocks, says Steve Curley, director of investment strategy at Eaton Vance WaterOak Advisors in Windermere.

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Tags: COVID-19, Economic Backbone, Banking & Finance, Feature

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