Growth Vs. Value Investing | Season 2 EP 9 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Presidio Perspective
16/04/2021 35 min Temporada 2 Episodio 9
Growth Vs. Value Investing | Season 2 EP 9 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

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Episode Synopsis

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the difference between growth and value investing. Have you planned for inflation? The market is soaring once again, but why and what does it mean for your portfolio? Do you have a retirement plan? Do you plan to die rich?! Subscribe to be notified when new episodes are available!

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