PennyWise Financial

Heading into the last 3 months


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You don't have to be left alone to look at your statements, see losses and not hear from your advisor on the market and the outlook. Jason and I touch on some of our clients fears and relevance of market returns in the final quarter of the year. We reference LPL Research among other things like interest rates and the sensitivity of bonds and fixed income as we enter a new phase of interest rates and inflation.   

Host: Constantine J Kitrinos, CPFA

Co-Host: Jason T Georgiev

Link: https://www.monarchwealthmanagement.com

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Intro

Welcome to the Show by Kevin MacLeod

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Disclosure

On Hold For You by Kevin MacLeod

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PennyWise FinancialBy Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor