))
The Importance of Personalized Financial Planning
Manage episode 421924145 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop 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.
JoePat Roop discusses the performance of cash, bonds, and money markets as investment options, highlighting the benefits and risks associated with each. He also emphasizes the importance of principal preservation and offers insights into long-term investment strategies.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com
See omnystudio.com/listener for privacy information.
128 episodes
Share
