Over the past few months, volatile markets around the world have sent many investors on an emotional roller coaster. In this episode, Rotarian and financial advisor Derrick Kinney is joined by certified financial planner James Bogart, CEO and founder of Bogart Wealth – one of the top financial planning firms in the country, for a conversation on how to make reasoned decisions while managing your investments and retirement accounts, and charitable giving. Kinney and Bogart’s practical discussion provides an easy-to-understand overview of the current economy and addresses investors’ financial concerns.

Ver todos los episodios