Ryan is the Vice President at Fidelity Investments. She works with high net worth clients and families in the areas of retirement planning, risk mitigation, legacy planning, tax minimization, and investment strategy. Ryan tries to maintain an in-depth understanding of the financial markets while working to effectively simplify and communicate complex financial concepts to my clients. She truly enjoys helping clients understand their financial picture so that they can securely and efficiently reach their goals.
Big companies stocks slid after last week's earnings reports, and experts say it's an opportunity to better diversify your investments.
While investors may think they are diversified by owning different funds, they may actually have a lot of duplication across those holdings — and more tech exposure than they realize. It’s always about making sure you don’t end up in a lopsided portfolio. You want to always go back to, ‘Am I diversified for the timeline that I have, for the risk tolerance that I have and for the goals I’m trying to achieve?’