<p>
1. EWA Firm Initiatives (00:39)
2. 2023 Q4 Recap (05:29)
3. Looking Ahead Into Q1 (11:30)
4. Portfolio Changes (21:00)
5. Financial Planning Tips (33:57)

Connect with EWA ⁠
https://ewa-llc.com/

⁠Follow Us on Social Media
https://www.instagram.com/ewa.llc/
⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/⁠ ⁠
https://www.facebook.com/EquilibriumWealthAdvisors/⁠

View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
</p>

1. EWA Firm Initiatives (00:39) 2. 2023 Q4 Recap (05:29) 3. Looking Ahead Into Q1 (11:30) 4. Portfolio Changes (21:00) 5. Financial Planning Tips (33:57) Connect with EWA ⁠ https://ewa-llc.com/ ⁠Follow Us on Social Media https://www.instagram.com/ewa.llc/ ⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/⁠ ⁠ https://www.facebook.com/EquilibriumWealthAdvisors/⁠ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977

EWA Stock Market and Portfolio Commentary Q1 2024

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners &amp; corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection &amp; guidance in complex financial decisions. Our top priority is to help clients balance competing goals &amp; ensure their only non-renewable resource is protected: TIME. 
Join us as we unpack the most important topics, make the complex simple &amp; share how sound financial planning helps you live life by design.

Connect with EWA 
https://ewa-llc.com/

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A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

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EWA Stock Market and Portfolio Commentary Q1 2024

EWA Stock Market and Portfolio Commentary Q1 2024

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