Portfolio Planning Themes For 2021

In this episode of Your Money, Leo Daprile of Gem Young Insurance and Financial Services in Canfield explains why now is a good time to reevaluate your portfolio with a financial adviser.

Daprile says the team at Gem Young has been busy discussing market strategies for the upcoming year. “A lot of specific sectors were really hot in 2020, and there are a lot of opportunities coming up in 2021,” he says.

Now is the time to examine what’s going on in the market, see what opportunities are on the horizon and reposition yourself accordingly.

“Don’t stay married to a stock because it has done well,” Daprile says.

To learn more, watch the video above.

Original Air Date: Jan. 5, 2021. Every Tuesday during the Dan Rivers show on AM570 WKBN, Gem Young President Leo Daprile hosts a radio show called Your Money. Daprile brings his vast knowledge of all things “money” to discuss the topics in language everyone can understand.

About Gem Young
We’re a family business that does business with individuals and families who require comprehensive risk management for their wealth and their assets. We believe clients want professional advice at a fair value and we deliver that by leveraging our reputation of professionalism, integrity, teamwork, and a get-it-done-right-the-first-time attitude. We believe in making a difference in our clients’ lives.

Copyright 2024 The Business Journal, Youngstown, Ohio.