Discussing Portfolio Management and Rebalancing Strategies with Phil Huber

Our VP of Product Management Caleb Eplett joined Phil Huber, CIO at Savant Capital Management, on a Financial Experts Network webinar to walk through how to leverage YCharts to manage actual client scenarios, including:

1. An executive with significant amount of wealth tied up in their employer’s stock

2. A client sitting on a substantial cash balance outside of your management

3. Reducing risk in a portfolio while still staying true to the client’s financial plan