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Is it time to re-balance your portfolio?

  • Broadcast in Finance
Swim with Jim

Swim with Jim


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Patrick Collins is the founder of Greenspring Wealth Management in Townson, Maryland.  Patrick's firm manages money for high net worth clients including several of MainStreet Financial Planning's clients. We get to meet with Patrick frequently and know how knowledgeable he is when it comes to portfolio management as both a Certified Financial Planner and an Enrolled Agent.  EA's specialize in taxes and he can even represent clients before the IRS. 

We'll be asking Patrick when it's time to re-balance and why and how he goes about this process.

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