C.O.G. Report
Over Labor Day weekend 2021, I reflected on the year Coghlan Financial has had, and I had to smile. Simply said, we have seen the market recover from its low and surpass its previous highs.
Now is a great time to look at the asset allocation in your accounts, specifically the breakdown of equity vs. fixed income. Please ensure that your risk tolerance is suitable for where your accounts are today. If you want to discuss your portfolio or have any questions, please contact me for an account review.
Office: 406.926.1638
Cell: 406.493.9639