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EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect
Manage episode 334291227 series 3299906
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, recap solutions for varying types of investors, the benefit of long-term investments, and the effect of investor fear & sentiment.
If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.
100 episod
Manage episode 334291227 series 3299906
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, recap solutions for varying types of investors, the benefit of long-term investments, and the effect of investor fear & sentiment.
If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.
100 episod
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