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Listen to this short update of the second quarter of 2022 and the adjustment in the price of risk in all assets due to interest rate hikes and inflation. Courtney's leading portfolio managers in Winthrop Capital Management, Gregory Hahn, and Adam Coons discuss the recent changes made to the portfolio and how they are positioning their portfolios considering the current recession.
Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor here or visit our San Francisco office, credowm.com
Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show.
Listen to this short update of the second quarter of 2022 and the adjustment in the price of risk in all assets due to interest rate hikes and inflation. Courtney's leading portfolio managers in Winthrop Capital Management, Gregory Hahn, and Adam Coons discuss the recent changes made to the portfolio and how they are positioning their portfolios considering the current recession.
Schedule a free assessment with Courtney Jones, CFP®, Founder and Senior Wealth Advisor here or visit our San Francisco office, credowm.com
Subscribe to our YouTube channel @Credo Corner and stay tuned for the next episode of the Credo Corner show.
Registered Representative of Sanctuary Securities, Inc. andInvestment Advisor Representative of Sanctuary Advisors, LLC. Securitiesoffered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisoryservices offered through Sanctuary Advisors, LLC., an SEC Registered InvestmentAdvisor. Credo Wealth Management is a DBA of Sanctuary Securities, Inc. andSanctuary Advisors, LLC.
We’ve worked with many of the largest corporations in the Bay Area. We know the ins and outs of their programs and we’re happy to give you an objective opinion.
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