BaldwinClarke, Author at Independent Wealth + Business Advisory

Author: BaldwinClarke

Spring Cleaning

Spring is the perfect time to make that check list of To Do’s. Below is a list of reminders for small business owners’. It’s the little things we sometimes miss that can have an impact on our businesses. We hope that you find these reminders helpful.

#Finterms: 60/40

60/40 is a financial term Wealth Managers use referring to a portfolio mix, or percentage of equities (stocks) versus your fixed income (bonds) investments.

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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

Registration does not imply a certain level of skill or training.

Categories

Spring Cleaning

#Finterms: 60/40