ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "32. Assessing Performance"
Episode Synopsis
It is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic. If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
More episodes of the podcast Plan. Grow. Prosper
Evergreen Institutional: Private Capital
12/11/2024
Evergreen Institutional: Spending Policy
12/11/2024
Evergreen Institutional Episode 2
12/11/2024
Introduction to Evergreen Institutional
12/11/2024
37. Welcome: Todd Rishel!
10/05/2024
36. 2024 Outlook: A Deep Dive Discussion
22/01/2024
35. Not-For-Profit Governance
06/06/2023
34. The Impact of Philanthropy
08/03/2023
In God we trust