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EP:130 - November Investment Insights

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Manage episode 347665700 series 3299906
Content provided by Austyn Garcia and Denver Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Austyn Garcia and Denver Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November portfolio meeting, discussing what happened in the markets over the last month, 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. This week's action items include Roth conversions and what to do with sidelined cash.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 347665700 series 3299906
Content provided by Austyn Garcia and Denver Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Austyn Garcia and Denver Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November portfolio meeting, discussing what happened in the markets over the last month, 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. This week's action items include Roth conversions and what to do with sidelined cash.

  continue reading

100 episodes

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