The major reason you engaged in asset allocation may have been to achieve certain investment objectives. As your life changes, these objectives are likely to change, and it makes sense to shift your allocations. Click here to read more about why it is important to change your asset allocation as your needs change.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
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- Don Duncan Attended and Spoke on a Panel at the 4th Annual Private Wealth Midwest Forum
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