Traphagen Wealth Radio

Quarter 3 2017 Update and Discussion


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This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Emily Heron, client liaison. 

This is a discussion of the following:

1. Market and asset class returns during the second quarter of 2017

2. Overview of major themes that impacted markets in the period, including insurance linked securities

3. Review of changes to the portfolio we made recently and will be making in the next few months

4. Brief outlook into 2018

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Traphagen Wealth RadioBy Traphagen Wealth Management Team