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EP 2: Investing Potpourri
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In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:
At what life stage does one hire an advisor
Budgeting for investing
A primer on mutual funds and Exchange Traded Funds (ETFs)
Active management and portfolios of individual stocks
Intro to the Hodges Private Client program
What a client can expect from us
19 episodes
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