Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 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 updating retirement plan contributions in 2023 and reviewing your goals.
Zachary Bouck
EP: 131 December 2022 Investment Insights
Updated: Sep 18
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