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SEIA’s McCoy On Navigating The Current Investment Landscape

Deron McCoy, Chief Investment Officer, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s approach to meeting the client’s needs and overcoming late market cycle challenges. McCoy explains the long-running bull market’s impact on client portfolios and the firm’s emphasis on tax-efficient strategies, diversification and reduction of concentrated stock risk.