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EP: 129 - September 2022 Portfolio Review: International Markets
Manage episode 342059344 series 3299906
We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the international market's historical return, the inevitable global slowdown we will see over the next ten years, and the importance of keeping a diversified portfolio if you choose to invest internationally.
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 episoder
Manage episode 342059344 series 3299906
We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the international market's historical return, the inevitable global slowdown we will see over the next ten years, and the importance of keeping a diversified portfolio if you choose to invest internationally.
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 episoder
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