Vision Wealth Partners

A Guide to Portfolio Construction


May 16, 2023



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by Vision Wealth Partners

Personalized financial plans are critical to dictating optimal portfolio construction. By understanding current and future cash flow needs, thoughtful portfolio design can help mitigate risk and improve long-term outcomes.

Jason Weszka discusses the factors that weigh into portfolio design in this video.



Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. All indices are unmanaged and are not available for direct investment by the public. Past performance is not indicative of future results.

All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses.