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portfolio

Have a Plan, Not Just a Stock Portfolio

April 25, 2017Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Diversification still matters. One day, this bull market will end. In the first quarter of 2017, the bull market seemed …

Tagged financial plan, investments, portfolio

Making and Keeping Financial Resolutions

January 11, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

What you might do (or do differently) in the months ahead? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® …

Tagged college planning, debt, portfolio, Retirement

Securities offered through Cadaret, Grant & Co. Inc. member FINRA/SIPC.  Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

© 2020 Prentice Wealth Management, LLC

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

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