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Wealth Planning and Portfolio Management

March 3, 2022

How does portfolio management fit into your wealth plan? Timothy Chubb, SVP and Chief Investment Officer, and Brian Hungarter, Vice President and Wealth Advisor, share insight on recent market volatility and how it can affect your investment approach.


If you’re looking for guidance or assistance with your financial plan, the advisors at Girard are here to help. Contact us to have a conversation.
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