A new logo, new music, and a new guest! (Only ep.2 and we're already improving!) In this episode, we hopped on a call with Doxa Capital's David Mucciaro. Chase & David started Doxa Capital together back in 2015 and he has been the leading man on financial planning ever since. We talk about the importance of planning, how Doxa's philosophy is unique, and hit some frequently asked planning questions. For more information about David or Doxa's process, go to their website www.doxacap.com. Enjoy!

*Note: David's connection was a little shaky for the first few minutes, but then clears up. We apologize!

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & Brian and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/

Music by Agent Method

Welcome to our first episode of Doxa Takes! Here we talk about the investing landscape for 2023, the outlook for inflation, and how we are thinking about portfolio management. Enjoy!

See: Doxa's 2023 Outlook Here

Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & Brian and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/