EPISODE · Mar 19, 2020 · 24 MIN
Coronavirus and Wealth Management with Lockwood Holmes
from The Malibu Podcast · host The Mark & Grether Group
Tony sits down with his friend, fellow Malibu resident, and the CEO of Integrity Financial, Lockwood Holmes. With the Coronavirus pandemic and drastic fall of the stock market, we wanted to get Lockwood's take on the current scenario. They dive into the current uncertainty, portfolio performance, effects on the real estate market, widespread effects of the virus, and how to move forward. Integrity Financial is a Registered Investment Advisor with an office in Malibu that provides leadership and expertise in wealth management, business financial planning, and legacy planning. Their holistic planning empowers clients to build a financial legacy and successfully pass it on to your family and charitable causes. Visit integrity.financial for more information!
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Coronavirus and Wealth Management with Lockwood Holmes
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