This week’s episode of Random Gleanings has Chris and Jesse discussing which side of the proverbial scrimmage line they are standing on – Offense or Defense – on portfolio construction. They share some research components behind the PP&W Risk Management Process that guides the decision-making process on how to position portfolios defensively or offensively.

Finally, the guys offer a reminder to take a mid-year assessment on your savings goals, and taxes, and perhaps some ways to lower taxes for 2022.

As always, we welcome YOUR feedback. Hit up the team at info@proplanwealth.com to ask a question, offer a comment, or make a suggestion for future episodes.

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