EPISODE · Jul 7, 2021 · 24 MIN
Ep # 40: Mid-Year 2021 Investment Review
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
We are halfway through the year and thought this was a good opportunity to take a brief pause from all the financial planning conversations we've had and remember that investments are really important too. And for as much as we were so laser focused on everything that was happening in 2020 with investments, it's kind of felt like an uneventful year when it comes to investments thus far. But that doesn't mean there aren't things to talk about. Hence, this is our mid-year investment review.Tracking # 1-05163121Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
Embed this episode
What this episode covers
We are halfway through the year and thought this was a good opportunity to take a brief pause from all the financial planning conversations we've had and remember that investments are really important too. And for as much as we were so laser focused on everything that was happening in 2020 with investments, it's kind of felt like an uneventful year when it comes to investments thus far. But that doesn't mean there aren't things to talk about. Hence, this is our mid-year investment revie...
NOW PLAYING
Ep # 40: Mid-Year 2021 Investment Review
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.