EP: 161 - October Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA, CFP, and Austyn Garcia, recap our October 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. We discuss the longshoreman strike, investing in China, interest rates, and the upcoming election.

Visit www.denverwealthmanagement.com to schedule a free consultation.

EP: 160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker

Listen to the first episode in a three part-series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping families navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about the basics of estate planning and who needs an estate plan (Will, POAs, etc.)

Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.

Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.

EP: 159 - September Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA, CFP, and Austyn Garcia, recap our September 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.

Visit www.denverwealthmanagement.com to schedule a free consultation.