This podcast features Eric Mancini, CFP,CAIA, Traphagen's director of investment Research and Tiera Mulligan, our investment liaison.

 

This is a discussion of the following:

1. Overview of 2016 in terms of markets and asset classes

2. Review of the portfolio changes we made in 2016 and how they performed

3. Discussion of 2017 portfolio changes we made over the past month

4. 2017 outlook and portfolio positioning given recent US Election