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Zachary Bouck
May 21, 20231 min read

EP: 137 May 2023 Investment Insights

Updated: Sep 18

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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.



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