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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®
Portfolio Manager
Abby VanDerHeyden, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
Cassi M. Vanderpool
Chief Operations Officer
Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer