The Money Huddle

Interview with Jon Lohr, CFA®, CFP®


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In this episode with sit down with Jon Lohr to discuss several topics that are top of mind for investors today. Jon has a diverse background in corporate finance and investment management, and we enjoy bringing him on the show to hear his perspective on technical topics like interest rates, inflation, and the yield curve. 

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We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
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The Money HuddleBy Vertex Capital Advisors

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