Published on November 10, 2020 by U.S. News & World Report
 

In addition to income, investors own bonds to provide stability in a well-diversified portfolio. Martha Post, chief operating officer at Team Hewins, recommends that investors develop a long-term asset allocation plan that fits their return requirements and risk tolerance and stick with it.

 
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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