EP:157 - July Investment Insights

26/07/2024 31 min Temporada 1 Episodio 157
EP:157 - July Investment Insights

Listen "EP:157 - July Investment Insights"

Episode Synopsis

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 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.   Visit www.denverwealthmanagement.com to schedule a free consultation.