The Nautilus Group®

The Nautilus GroupThe Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of subscribing agents who work with high net worth families and business owners on estate, business and charitable planning objectives. As a Member Agent of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

To learn more about the services I can offer you through my membership in The Nautilus Group®, please visit http://www.thenautilusgroup.com.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax, legal, accounting, or employment advice.

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    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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