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Woodridge Wealth Management, LLC
Roger is a wealth manager for successful families and individuals, speaker, and author of Wall Street's Just Not That Into You: An Insider's Guide to Protecting and Growing Wealth (Bibliomotion, 2015). He is CEO of Woodridge Wealth Management, LLC. Prior to its formation, he was a Senior Vice President at UBS Financial Services and was member of the senior advisory council at J.C. Bradford & Co. Davis has worked as a financial advisor since 1992.
There's no way to anticipate every possible outcome. But this allocation covers the big unknowns.
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Prepare your portfolio for more volatility and a drop in stocks.
Buy-and-hold investors are bound for trouble; you can't rely on rising stocks and bonds to deliver positive returns over the next 10 to 15 years.