EP:150 - February Investment Insights

13/02/2024 31 min Temporada 1 Episodio 150
EP:150 - February Investment Insights

Listen "EP:150 - February Investment Insights"

Episode Synopsis

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 2024 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. Austyn and Zak also delve into the decision-making process about purchasing real estate.