Daily Dots - December 4, 2023

Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podcast here. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Any references to performance of securities are thought to be materially accurate and actual performance may differ. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investment advice cannot be given without a client service agreement. Bulwark Capital Management is an Investment Adviser Representative of Trek Financial, LLC., an SEC Registered Investment Advisor. bulwarkcapitalmgmt.com/disclosures/

Share Daily Dots - December 4, 2023

Sign up to save your podcasts

Daily Dots - December 4, 2023

Daily Dots - December 4, 2023

More shows like Know Your Risk Podcast

Top Traders Unplugged

The Todd Herman Show

Macro Voices

Superinvestors and the Art of Worldly Wisdom

Palisades Gold Radio

The Market Huddle

Value Hive Podcast

The Grant Williams Podcast

The Business Brew

Wealthion - Be Financially Resilient

Forward Guidance

The Julia La Roche Show

Thoughtful Money with Adam Taggart