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EP:149 - January Investment Insights
Manage episode 400128158 series 3299906
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2024 portfolio meeting, discussing what happened in the markets over the last year, 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. Austyn and Zak also delve into the decision-making process about purchasing real estate.
101 episoder
Manage episode 400128158 series 3299906
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2024 portfolio meeting, discussing what happened in the markets over the last year, 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. Austyn and Zak also delve into the decision-making process about purchasing real estate.
101 episoder
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