EP:159 - September Investment Insights

16/09/2024 33 min Temporada 1 Episodio 159
EP:159 - September Investment Insights

Listen "EP:159 - September Investment Insights"

Episode Synopsis

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