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Archive: 2020 ()

052: Asset Allocation Strategies That Work!

Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.

Posted 08/28/2020 06:00 AM

051: The COVID Economy and The COVID Market - Not the Same!

In today’s episode, Patti dissects the difference between the markets and the economies with her Chief Investment Officer, Brad Everett.

Posted 08/14/2020 06:00 AM