EP: 134 - February Investment Insights

02/03/2023 45 min Temporada 1 Episodio 134
EP: 134 - February Investment Insights

Listen "EP: 134 - February Investment Insights"

Episode Synopsis

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. This week's action items include consolidating personal finances and rebalancing retirement plans.