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Welcome to episode 81 of the Mind of a Millionaire Podcast. It’s that time again – time for the Portfolio Review Meeting. Every month, our Investment Committee meets to discuss what’s happening in each of your portfolios; what’s working, what needs to be changed, and what the future may hold.
This week, Zak discusses the April market rebound, what’s going on in the tech industry, and stocks vs. bonds.
Stay in Touch:
Stock Market Rebound in April [1:18]
Tech Companies [3:02]
Now is not the time to be a hero [4:27]
What’s going on with bonds? [4:55]
- Stocks vs. Bonds [5:36]
Our Outlook [6:23]
If you have any questions, as Zak mentioned, please do not hesitate to reach out. We are always happy to discuss your portfolio and current situation. Call our office at (303) 261-8015 or email Zak at firstname.lastname@example.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Bonds are subject to marker and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.