PODCAST · business
Portfolio Perspectives: SFG's Investment Philosophy
Portfolio Perspectives: SFG's Investment Philosophy
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We're Growing!
It's exciting to expand the team and introduce to you our new Director of Growth. Tim Devine, and we're adding a new Advisor in Norm Grevey! I also don't want to forget about the team that keeps SFG humming on a daily basis, and remind that we've been working with an exceptionally experienced outside Board of Advisors who are committed to helping us grow in many areas.
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SFG August Perspective – Portfolio & Team Updates
Rick shares some team enhancement, community service projects, a few economic factors affecting the markets, and then dives deep into the new "Tactical Risk-Mitigated Equity Portfolio" along with updates to our Bond Portfolio.
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