EP:137 - May Investment Insights

08/05/2023 44 min Temporada 1 Episodio 137
EP:137 - May Investment Insights

Listen "EP:137 - May Investment Insights"

Episode Synopsis

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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.