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Mind of a Millionaire Podcast: July Portfolio Review Meeting; Coronavirus and the Election

Mind of a Millionaire Podcast: July Portfolio Review Meeting; Coronavirus and the Election

July 12, 2020
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As you may know, the second Tuesday of every month marks our advisors’ portfolio review meeting. This meeting entails all of our Denver Wealth Management advisors discussing our investments—what’s working, what isn’t, and what opportunities are on the horizon? Last week, our advisors discussed coronavirus and the upcoming presidential election, both of which will contribute to continued volatility.

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The Hammer and the Dance [1:25]

We have seen the government’s response before [2:59]

We’re in a bull market [3:46]

Investors are split [5:30]

The Presidential Election [6:55]

 What’s our plan? [10:59]

Are tax cuts possible for either party? [11:22]

Preparing for the volatility [14:40]

If elected, will Joe Biden use Twitter? [17:02]

Upcoming educational events [19:15]


Thank you for listening. If you are interested in our upcoming educational webinars, visit or contact We hope to see you there!

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.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.