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EP:157 - July Investment Insights
Manage episode 430897275 series 3299906
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.
100 episoade
Manage episode 430897275 series 3299906
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.
100 episoade
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