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EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market
Manage episode 340347901 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, CFP®, and Austyn Garcia, associate advisor, recap recent market updates, the importance of time in the market over timing the market, the predictability of the bond market, and much more.
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 epizódok
Manage episode 340347901 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, CFP®, and Austyn Garcia, associate advisor, recap recent market updates, the importance of time in the market over timing the market, the predictability of the bond market, and much more.
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 epizódok
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