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Apr 12, 2021

Self-Investors: Value or Growth?

Self-investors tend to select an asset allocation for their investment accounts and tend not to change anything as long as the performance is good. So what should you do?

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AUTHORS

Elaine E. Bedel, CFP®

CEO
Executive on Loan

Evan D. Bedel, CFP®

President

Kate Arndt, CFP®

Wealth Advisor

Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

Ryan A. Collier, CIMA®

Sr. Portfolio Manager and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Mathew J. Ryan, MBA, CFP®, EA

Financial Planning Specialist

Austin Stagman, CIMA®