In the past, long-term financial strategy used to encompass keeping a broad-based portfolio to garner moderate risk and moderate returns, said Kevin P. Sullivan, financial adviser with Sullivan & Associates. But much has changed in the economy, and Sullivan & Associates now uses a modified core satellite strategy. “There are risks out there that cannot […]
This content is only available to members of the CSBJ. To gain access, you'll need to sign in or purchase Digital, Digital Partnership, Silver Membership, Print & Digital, Print, Digital and The Transcript, Corporate Membership or Digital Monthly If you're already a member, sign in here.