ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "EP:093 - November 2020, Portfolio Meeting Recap: The Disruptors vs. The Disrupted"
Episode Synopsis
During our monthly Portfolio Review Meeting (PRM), all Denver Wealth Management advisors meet (virtually) to discuss our holdings. We look at mutual funds, equities, bonds, real estate investments, etc., and assess their performance. Additionally, we examine items such as changes in fund managers and the cost of ownership. From there, our team combines the historical track record of each fund (year-to-date, one-, five-, and ten-year earnings) with its current standing and determine an investment forecast.
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