How to take portfolio withdrawals in a down market

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News Alert

Peter Casciotta has recently been quoted in AARP

Overview

AARP wrote an article to explain how to appropriately take monetary withdrawals in a down market. Helpful tips include tapping your cash, focusing on fixed income vehicles, and lastly, selling stocks.

To learn more about Peter Casciotta of Asset Management & Advisory Services, call (239) 356-1515 or contact us today. Peter is a financial advisor in Cape Coral, FL that prides himself on sound financial planning processes and the relationships he builds with his clients and the professionals that he works with.

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